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Sovereign Financial Group’s ProShares UltraPro Short Dow 30 SDOW Stock Holding History

Sovereign Financial Group’s Portfolio SDOW Stock Details SDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,722
Closed -$284K – 251
2023
Q3 		$284K Buy
+2,722
New +$257K 0.1% 180

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Sovereign Financial Group's SDOW Position: Q4 2023 in Review

Sovereign Financial Group sold out of ProShares UltraPro Short Dow 30 (SDOW) in Q4 2023, closing a stake of 2,722 shares — an estimated $284K sold.

Sovereign Financial Group first reported a position in SDOW in Q3 2023 and held it in 1 quarter. The position peaked at $284K in Q3 2023. 27 funds tracked by Wall St. Rank hold SDOW as of Q4 2023.

  • Sovereign Financial Group reported no remaining ProShares UltraPro Short Dow 30 position as of Q4 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 2,722 ProShares UltraPro Short Dow 30 shares in Q4 2023, an estimated $284K.
  • Sovereign Financial Group first reported a position in ProShares UltraPro Short Dow 30 in Q3 2023 and held it in 1 quarter.
  • Sovereign Financial Group's ProShares UltraPro Short Dow 30 position peaked at $284K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held ProShares UltraPro Short Dow 30 as of Q4 2023.

Based on Sovereign Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.