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Legacy Capital Wealth Partners’s ProShares UltraShort S&P500 SDS Stock Holding History

Legacy Capital Wealth Partners’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34,311
Closed -$3.37M – 371
2024
Q4 		$3.37M Sell
34,311
-32,719
-49% -$3.24M 0.84% 19
2024
Q3 		$6.91M Buy
67,030
+39,841
+147% +$4.49M 1.38% 14
2024
Q2 		$3.13M Buy
+27,189
New +$3.42M 0.8% 23
2024
Q1 		– Sell
-15,976
Closed -$2.39M – 298
2023
Q4 		$2.39M Buy
+15,976
New +$2.76M 0.68% 28

Other funds holding SDS

IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Legacy Capital Wealth Partners's SDS Position: Q1 2025 in Review

Legacy Capital Wealth Partners sold out of ProShares UltraShort S&P500 (SDS) in Q1 2025, closing a stake of 34,311 shares — an estimated $3.37M sold.

Legacy Capital Wealth Partners first reported a position in SDS in Q4 2023 and held it in 4 quarters. The position peaked at $6.91M in Q3 2024. 61 funds tracked by Wall St. Rank hold SDS as of Q1 2025.

  • Legacy Capital Wealth Partners reported no remaining ProShares UltraShort S&P500 position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 34,311 ProShares UltraShort S&P500 shares in Q1 2025, an estimated $3.37M.
  • Legacy Capital Wealth Partners first reported a position in ProShares UltraShort S&P500 in Q4 2023 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's ProShares UltraShort S&P500 position peaked at $6.91M in Q3 2024.
  • 61 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.