PCS
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Personal CFO Solutions’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Personal CFO Solutions’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
2020
Q4 		– Sell
-131
Closed – – 403
2020
Q3 		$0 Sell
131
-69
-35% -$64.9K ﹤0.01% 306
2020
Q2 		$236K Buy
+200
New +$305K 0.07% 252

Other funds holding SPXU

SI
SCP Investment Orinda, California $90.3M AUM 31.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
PCM
Pinz Capital Management New York $55.2M AUM 15.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Personal CFO Solutions's SPXU Position: Q4 2020 in Review

Personal CFO Solutions sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2020, closing a stake of 131 shares.

Personal CFO Solutions first reported a position in SPXU in Q2 2020 and held it in 2 quarters. The position peaked at $236K in Q2 2020. 60 funds tracked by Wall St. Rank hold SPXU as of Q4 2020.

  • Personal CFO Solutions reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 131 ProShares UltraPro Short S&P 500 shares in Q4 2020.
  • Personal CFO Solutions first reported a position in ProShares UltraPro Short S&P 500 in Q2 2020 and held it in 2 quarters.
  • Personal CFO Solutions's ProShares UltraPro Short S&P 500 position peaked at $236K in Q2 2020.
  • 60 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2020.

Based on Personal CFO Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.