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Sargent Bickham Lagudis’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Sargent Bickham Lagudis’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
-51
Closed -$44K – 907
2020
Q3 		$44K Buy
+51
New +$47.9K ﹤0.01% 401

Other funds holding SPXU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Sargent Bickham Lagudis's SPXU Position: Q4 2022 in Review

Sargent Bickham Lagudis held its ProShares UltraPro Short S&P 500 (SPXU) position steady in Q4 2022 at 8 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Sargent Bickham Lagudis first reported a position in SPXU in Q1 2020 and has held it in 12 quarters since. The position peaked at $341K in Q3 2020. 67 funds tracked by Wall St. Rank hold SPXU as of Q4 2022.

  • Sargent Bickham Lagudis held 8 shares of ProShares UltraPro Short S&P 500 worth $2.65K as of Q4 2022.
  • Sargent Bickham Lagudis left its ProShares UltraPro Short S&P 500 share count unchanged in Q4 2022.
  • ProShares UltraPro Short S&P 500 made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #877 holding.
  • Sargent Bickham Lagudis first reported a position in ProShares UltraPro Short S&P 500 in Q1 2020 and has held it in 12 quarters since.
  • Sargent Bickham Lagudis's ProShares UltraPro Short S&P 500 position peaked at $341K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.