Pacific Capital Wealth Advisors’s ProShares UltraShort Real Estate SRS Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SRS Stock Details SRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-131	Closed	-$6.81K	–	333
2024 Q4	$6.81K	Hold	131	–	–	﹤0.01%	298
2024 Q3	$5.81K	Sell	131 -642	-83%	-$32.8K	﹤0.01%	341
2024 Q2	$46.8K	Hold	773	–	–	0.01%	154
2024 Q1	$45.1K	Hold	773	–	–	0.01%	143
2023 Q4	$44.2K	Buy	+773	New	+$57.7K	0.01%	141

Other funds holding SRS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TRCT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's SRS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of ProShares UltraShort Real Estate (SRS) in Q1 2025, closing a stake of 131 shares — an estimated $6.81K sold.

Pacific Capital Wealth Advisors first reported a position in SRS in Q4 2023 and held it in 5 quarters. The position peaked at $46.8K in Q2 2024. 9 funds tracked by Wall St. Rank hold SRS as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining ProShares UltraShort Real Estate position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 131 ProShares UltraShort Real Estate shares in Q1 2025, an estimated $6.81K.
Pacific Capital Wealth Advisors first reported a position in ProShares UltraShort Real Estate in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's ProShares UltraShort Real Estate position peaked at $46.8K in Q2 2024.
9 funds tracked by Wall St. Rank held ProShares UltraShort Real Estate as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.