Richards, Merrill & Peterson
SPXU icon

Richards, Merrill & Peterson’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Richards, Merrill & Peterson’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
2026
Q3 		$452K Hold
13,000
– – 0.14% 130
2026
Q2 		$482K Buy
13,000
+4,000
+44% +$166K 0.15% 126
2026
Q1 		$511K Buy
+9,000
New +$456K 0.19% 118

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Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Ramsey Quantitative Systems
Ramsey Quantitative Systems Louisville, Kentucky $109M AUM 10.15% 1-Year Est. Return

Richards, Merrill & Peterson's SPXU Position: Q3 2026 in Review

Richards, Merrill & Peterson held its ProShares UltraPro Short S&P 500 (SPXU) position steady in Q3 2026 at 13,000 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #130.

Richards, Merrill & Peterson first reported a position in SPXU in Q1 2026 and has held it in 3 quarters since. The position peaked at $511K in Q1 2026. 22 funds tracked by Wall St. Rank hold SPXU as of Q3 2026.

  • Richards, Merrill & Peterson held 13,000 shares of ProShares UltraPro Short S&P 500 worth $452K as of Q3 2026.
  • Richards, Merrill & Peterson left its ProShares UltraPro Short S&P 500 share count unchanged in Q3 2026.
  • ProShares UltraPro Short S&P 500 made up 0.14% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #130 holding.
  • Richards, Merrill & Peterson first reported a position in ProShares UltraPro Short S&P 500 in Q1 2026 and has held it in 3 quarters since.
  • Richards, Merrill & Peterson's ProShares UltraPro Short S&P 500 position peaked at $511K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.