MinichMacGregor Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

MinichMacGregor Wealth 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
2018 Q4	–	Sell	-25	Closed	-$20K	–	444
2018 Q3	$20K	Hold	25	–	–	0.01%	219
2018 Q2	$23K	Hold	25	–	–	0.02%	197
2018 Q1	$25K	Hold	25	–	–	0.02%	185
2017 Q4	$25K	Hold	25	–	–	0.02%	180
2017 Q3	$29K	Buy	+25	New	+$30.5K	0.02%	150
2016 Q4	–	Sell	-25	Closed	-$40K	–	500
2016 Q3	$40K	Buy	+25	New	+$41.6K	0.04%	132

Other funds holding SDS

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

DRW Securities Chicago, Illinois $1.84B AUM 20.54% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return