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Schwallier Wealth Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Schwallier Wealth Management’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
2024
Q2 		– Sell
-1,490
Closed -$193K – 30
2024
Q1 		$193K Buy
+1,490
New +$227K 0.16% 29

Other funds holding SPXU

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Schwallier Wealth Management's SPXU Position: Q2 2024 in Review

Schwallier Wealth Management sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q2 2024, closing a stake of 1,490 shares — an estimated $193K sold.

Schwallier Wealth Management first reported a position in SPXU in Q1 2024 and held it in 1 quarter. The position peaked at $193K in Q1 2024. 34 funds tracked by Wall St. Rank hold SPXU as of Q2 2024.

  • Schwallier Wealth Management reported no remaining ProShares UltraPro Short S&P 500 position as of Q2 2024 after selling out during the quarter.
  • Schwallier Wealth Management sold 1,490 ProShares UltraPro Short S&P 500 shares in Q2 2024, an estimated $193K.
  • Schwallier Wealth Management first reported a position in ProShares UltraPro Short S&P 500 in Q1 2024 and held it in 1 quarter.
  • Schwallier Wealth Management's ProShares UltraPro Short S&P 500 position peaked at $193K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2024.

Based on Schwallier Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.