NFG
SDS icon

Next Financial Group’s ProShares UltraShort S&P500 SDS Stock Holding History

Next Financial 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
Q1 		– Sell
-6
Closed -$4K – 2370
2019
Q4 		$4K Buy
+6
New +$4.12K ﹤0.01% 2035
2018
Q4 		– Sell
-2
Closed -$1K – 2084
2018
Q3 		$1K Buy
+2
New +$1.74K ﹤0.01% 1420
2017
Q4 		– Sell
-2
Closed -$2K – 1205
2017
Q3 		$2K Hold
2
– – ﹤0.01% 1619
2017
Q2 		$2K Hold
2
– – ﹤0.01% 1754
2017
Q1 		$2K Hold
2
– – ﹤0.01% 1725
2016
Q4 		$2K Hold
2
– – ﹤0.01% 2191
2016
Q3 		$3K Hold
2
– – ﹤0.01% 2094
2016
Q2 		$2K Hold
2
– – ﹤0.01% 1606
2016
Q1 		$3K Hold
2
– – ﹤0.01% 1487
2015
Q4 		$3K Hold
2
– – ﹤0.01% 1534
2015
Q3 		$5K Hold
2
– – ﹤0.01% 1431
2015
Q2 		$5K Hold
2
– – ﹤0.01% 1489
2015
Q1 		$5K Hold
2
– – ﹤0.01% 1495
2014
Q4 		$5K Sell
2
-1
-33% -$2.35K ﹤0.01% 1508
2014
Q3 		$6K Buy
+3
New +$7.45K ﹤0.01% 1992

Other funds holding SDS

IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
EWM
Elite Wealth Management Kirkland, Washington $337M AUM 26.14% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Next Financial Group's SDS Position: Q1 2020 in Review

Next Financial Group sold out of ProShares UltraShort S&P500 (SDS) in Q1 2020, closing a stake of 6 shares — an estimated $4K sold.

Next Financial Group first reported a position in SDS in Q3 2014 and held it in 15 quarters. The position peaked at $6K in Q3 2014. 89 funds tracked by Wall St. Rank hold SDS as of Q1 2020.

  • Next Financial Group reported no remaining ProShares UltraShort S&P500 position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 6 ProShares UltraShort S&P500 shares in Q1 2020, an estimated $4K.
  • Next Financial Group first reported a position in ProShares UltraShort S&P500 in Q3 2014 and held it in 15 quarters.
  • Next Financial Group's ProShares UltraShort S&P500 position peaked at $6K in Q3 2014.
  • 89 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.