M&R Capital Management’s ProShares UltraShort S&P500 SDS Stock Holding History

M&R Capital Management’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
2023 Q1	–	Sell	-819	Closed	-$188K	–	640
2022 Q4	$188K	Hold	819	–	–	0.05%	142
2022 Q3	$223K	Hold	819	–	–	0.06%	132
2022 Q2	$206K	Buy	+819	New	+$183K	0.05%	140

Other funds holding SDS

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

M&R Capital Management's SDS Position: Q1 2023 in Review

M&R Capital Management sold out of ProShares UltraShort S&P500 (SDS) in Q1 2023, closing a stake of 819 shares — an estimated $188K sold.

M&R Capital Management first reported a position in SDS in Q2 2022 and held it in 3 quarters. The position peaked at $223K in Q3 2022. 87 funds tracked by Wall St. Rank hold SDS as of Q1 2023.

M&R Capital Management reported no remaining ProShares UltraShort S&P500 position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 819 ProShares UltraShort S&P500 shares in Q1 2023, an estimated $188K.
M&R Capital Management first reported a position in ProShares UltraShort S&P500 in Q2 2022 and held it in 3 quarters.
M&R Capital Management's ProShares UltraShort S&P500 position peaked at $223K in Q3 2022.
87 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.