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Patriot Financial Group Insurance Agency’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SPXU Stock Details SPXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10
Closed -$5K – 2156
2021
Q1 		$5K Hold
10
– – ﹤0.01% 1573
2020
Q4 		$6K Buy
+10
New +$7.18K ﹤0.01% 1394
2020
Q2 		– Sell
-10
Closed -$24K – 1826
2020
Q1 		$24K Buy
+10
New +$22.5K 0.01% 612

Other funds holding SPXU

PCM
Pinz Capital Management New York $55.2M AUM 15.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SI
SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPXU Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q2 2021, closing a stake of 10 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in SPXU in Q1 2020 and held it in 3 quarters. The position peaked at $24K in Q1 2020. 41 funds tracked by Wall St. Rank hold SPXU as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining ProShares UltraPro Short S&P 500 position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10 ProShares UltraPro Short S&P 500 shares in Q2 2021, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in ProShares UltraPro Short S&P 500 in Q1 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's ProShares UltraPro Short S&P 500 position peaked at $24K in Q1 2020.
  • 41 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.