Measured Wealth Private Client Group’s ProShares UltraShort S&P500 SDS Stock Holding History

Measured Wealth Private Client Group’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
2020 Q3	–	Sell	-799	Closed	-$388K	–	147
2020 Q2	$388K	Buy	799 +109	+16%	+$61.7K	0.23%	59
2020 Q1	$525K	Sell	690 -149	-18%	-$101K	0.41%	40
2019 Q4	$521K	Buy	+839	New	+$577K	0.35%	43

Other funds holding SDS

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

VFPI

Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return

TRCT

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

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

TJHA

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

Measured Wealth Private Client Group's SDS Position: Q3 2020 in Review

Measured Wealth Private Client Group sold out of ProShares UltraShort S&P500 (SDS) in Q3 2020, closing a stake of 799 shares — an estimated $388K sold.

Measured Wealth Private Client Group first reported a position in SDS in Q4 2019 and held it in 3 quarters. The position peaked at $525K in Q1 2020. 88 funds tracked by Wall St. Rank hold SDS as of Q3 2020.

Measured Wealth Private Client Group reported no remaining ProShares UltraShort S&P500 position as of Q3 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 799 ProShares UltraShort S&P500 shares in Q3 2020, an estimated $388K.
Measured Wealth Private Client Group first reported a position in ProShares UltraShort S&P500 in Q4 2019 and held it in 3 quarters.
Measured Wealth Private Client Group's ProShares UltraShort S&P500 position peaked at $525K in Q1 2020.
88 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2020, filed 15 Oct 2020.