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Relative Value Partners Group’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Relative Value Partners Group’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
2023
Q1 		– Sell
-8,000
Closed -$2.7M – 265
2022
Q4 		$2.7M Buy
+8,000
New +$2.78M 0.19% 95

Other funds holding SPXU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
MAM
Montchanin Asset Management Montchanin, Delaware $98.1M AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Relative Value Partners Group's SPXU Position: Q1 2023 in Review

Relative Value Partners Group sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2023, closing a stake of 8,000 shares — an estimated $2.7M sold.

Relative Value Partners Group first reported a position in SPXU in Q4 2022 and held it in 1 quarter. The position peaked at $2.7M in Q4 2022. 63 funds tracked by Wall St. Rank hold SPXU as of Q1 2023.

  • Relative Value Partners Group reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2023 after selling out during the quarter.
  • Relative Value Partners Group sold 8,000 ProShares UltraPro Short S&P 500 shares in Q1 2023, an estimated $2.7M.
  • Relative Value Partners Group first reported a position in ProShares UltraPro Short S&P 500 in Q4 2022 and held it in 1 quarter.
  • Relative Value Partners Group's ProShares UltraPro Short S&P 500 position peaked at $2.7M in Q4 2022.
  • 63 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2023.

Based on Relative Value Partners Group's 13F filing for Q1 2023, filed 12 May 2023.