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RFP Financial Group’s ProShares UltraShort S&P500 SDS Stock Holding History

RFP Financial Group’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
2023
Q4 		– Sell
-100
Closed -$18.6K – 982
2023
Q3 		$18.6K Hold
100
– – 0.01% 309
2023
Q2 		$17.1K Hold
100
– – 0.01% 340
2023
Q1 		$20K Buy
+100
New +$21.2K 0.02% 194

Other funds holding SDS

MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

RFP Financial Group's SDS Position: Q4 2023 in Review

RFP Financial Group sold out of ProShares UltraShort S&P500 (SDS) in Q4 2023, closing a stake of 100 shares — an estimated $18.6K sold.

RFP Financial Group first reported a position in SDS in Q1 2023 and held it in 3 quarters. The position peaked at $20K in Q1 2023. 72 funds tracked by Wall St. Rank hold SDS as of Q4 2023.

  • RFP Financial Group reported no remaining ProShares UltraShort S&P500 position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 100 ProShares UltraShort S&P500 shares in Q4 2023, an estimated $18.6K.
  • RFP Financial Group first reported a position in ProShares UltraShort S&P500 in Q1 2023 and held it in 3 quarters.
  • RFP Financial Group's ProShares UltraShort S&P500 position peaked at $20K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.