OneDigital Investment Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

OneDigital Investment Advisors’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
2022 Q2	–	Sell	-25,740	Closed	-$93K	–	782
2022 Q1	$93K	Buy	+25,740	New	+$5.1M	﹤0.01%	728
2021 Q4	–	Sell	-5,148	Closed	-$93K	–	827
2021 Q3	$93K	Hold	5,148	–	–	﹤0.01%	726
2021 Q2	$93K	Hold	5,148	–	–	﹤0.01%	709
2021 Q1	$93K	Hold	5,148	–	–	﹤0.01%	659
2020 Q4	$93K	Sell	5,148 -80	-2%	-$28.1K	﹤0.01%	644
2020 Q3	$95K	Sell	5,228 -112	-2%	-$46.7K	0.01%	590
2020 Q2	$96K	Buy	5,340 +148	+3%	+$83.8K	0.01%	587
2020 Q1	$95K	Buy	5,192 +44	+0.9%	+$29.9K	0.01%	512
2019 Q4	$93K	Buy	+5,148	New	+$3.54M	0.01%	557

Other funds holding SDS

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TRCT

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

JWS

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

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GECH

Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return

OneDigital Investment Advisors's SDS Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of ProShares UltraShort S&P500 (SDS) in Q4 2021, closing a stake of 138 shares — an estimated $30K sold.

OneDigital Investment Advisors first reported a position in SDS in Q4 2019 and held it in 8 quarters. The position peaked at $71K in Q1 2020. 57 funds tracked by Wall St. Rank hold SDS as of Q4 2021.

OneDigital Investment Advisors reported no remaining ProShares UltraShort S&P500 position as of Q4 2021 after selling out during the quarter.
OneDigital Investment Advisors sold 138 ProShares UltraShort S&P500 shares in Q4 2021, an estimated $30K.
OneDigital Investment Advisors first reported a position in ProShares UltraShort S&P500 in Q4 2019 and held it in 8 quarters.
OneDigital Investment Advisors's ProShares UltraShort S&P500 position peaked at $71K in Q1 2020.
57 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.