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Merriman Wealth Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Merriman Wealth Management’s Portfolio SPXU Stock Details SPXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$224K – 228
2022
Q3 		$224K Buy
+500
New +$171K 0.01% 157

Other funds holding SPXU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Merriman Wealth Management's SPXU Position: Q4 2022 in Review

Merriman Wealth Management sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2022, closing a stake of 500 shares — an estimated $224K sold.

Merriman Wealth Management first reported a position in SPXU in Q3 2022 and held it in 1 quarter. The position peaked at $224K in Q3 2022. 67 funds tracked by Wall St. Rank hold SPXU as of Q4 2022.

  • Merriman Wealth Management reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 500 ProShares UltraPro Short S&P 500 shares in Q4 2022, an estimated $224K.
  • Merriman Wealth Management first reported a position in ProShares UltraPro Short S&P 500 in Q3 2022 and held it in 1 quarter.
  • Merriman Wealth Management's ProShares UltraPro Short S&P 500 position peaked at $224K in Q3 2022.
  • 67 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2022.

Based on Merriman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.