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

Simplicity Wealth’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
2025
Q1 		– Sell
-7,300
Closed -$718K – 601
2024
Q4 		$718K Buy
7,300
+5,100
+232% +$504K 0.15% 122
2024
Q3 		$227K Buy
+2,200
New +$248K 0.02% 451

Other funds holding SDS

IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Simplicity Wealth's SDS Position: Q1 2025 in Review

Simplicity Wealth sold out of ProShares UltraShort S&P500 (SDS) in Q1 2025, closing a stake of 7,300 shares — an estimated $718K sold.

Simplicity Wealth first reported a position in SDS in Q3 2024 and held it in 2 quarters. The position peaked at $718K in Q4 2024. 61 funds tracked by Wall St. Rank hold SDS as of Q1 2025.

  • Simplicity Wealth reported no remaining ProShares UltraShort S&P500 position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 7,300 ProShares UltraShort S&P500 shares in Q1 2025, an estimated $718K.
  • Simplicity Wealth first reported a position in ProShares UltraShort S&P500 in Q3 2024 and held it in 2 quarters.
  • Simplicity Wealth's ProShares UltraShort S&P500 position peaked at $718K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.