Simplicity Solutions’s ProShares UltraShort S&P500 SDS Stock Holding History

Simplicity Solutions’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
2022 Q2	–	Sell	-1,498	Closed	-$281K	–	690
2022 Q1	$281K	Buy	+1,498	New	+$297K	0.03%	472
2021 Q4	–	Sell	-579	Closed	-$128K	–	587
2021 Q3	$128K	Buy	+579	New	+$123K	0.02%	569
2020 Q2	–	Sell	-757	Closed	-$576K	–	921
2020 Q1	$576K	Buy	+757	New	+$514K	0.02%	458

Other funds holding SDS

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GECH

Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

Simplicity Solutions's SDS Position: Q2 2022 in Review

Simplicity Solutions sold out of ProShares UltraShort S&P500 (SDS) in Q2 2022, closing a stake of 1,498 shares — an estimated $281K sold.

Simplicity Solutions first reported a position in SDS in Q1 2020 and held it in 3 quarters. The position peaked at $576K in Q1 2020. 81 funds tracked by Wall St. Rank hold SDS as of Q2 2022.

Simplicity Solutions reported no remaining ProShares UltraShort S&P500 position as of Q2 2022 after selling out during the quarter.
Simplicity Solutions sold 1,498 ProShares UltraShort S&P500 shares in Q2 2022, an estimated $281K.
Simplicity Solutions first reported a position in ProShares UltraShort S&P500 in Q1 2020 and held it in 3 quarters.
Simplicity Solutions's ProShares UltraShort S&P500 position peaked at $576K in Q1 2020.
81 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2022.

Based on Simplicity Solutions's 13F filing for Q2 2022, filed 19 Jul 2022.