Mutual Advisors’s ProShares UltraShort Utilities SDP Stock Holding History

Mutual Advisors’s Portfolio SDP Stock Details SDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,725	Closed	-$162K	–	1064
2023 Q3	$162K	Buy	+2,725	New	+$137K	0.01%	933

Other funds holding SDP

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GPFA

Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors's SDP Position: Q4 2023 in Review

Mutual Advisors sold out of ProShares UltraShort Utilities (SDP) in Q4 2023, closing a stake of 2,725 shares — an estimated $162K sold.

Mutual Advisors first reported a position in SDP in Q3 2023 and held it in 1 quarter. The position peaked at $162K in Q3 2023. 3 funds tracked by Wall St. Rank hold SDP as of Q4 2023.

Mutual Advisors reported no remaining ProShares UltraShort Utilities position as of Q4 2023 after selling out during the quarter.
Mutual Advisors sold 2,725 ProShares UltraShort Utilities shares in Q4 2023, an estimated $162K.
Mutual Advisors first reported a position in ProShares UltraShort Utilities in Q3 2023 and held it in 1 quarter.
Mutual Advisors's ProShares UltraShort Utilities position peaked at $162K in Q3 2023.
3 funds tracked by Wall St. Rank held ProShares UltraShort Utilities as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.