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Sowell Financial Services’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-1,450
Closed -$249K – 583
2023
Q4 		$249K Buy
+1,450
New +$311K 0.01% 507
2023
Q1 		– Sell
-1,025
Closed -$346K – 828
2022
Q4 		$346K Buy
+1,025
New +$356K 0.02% 469
2020
Q3 		– Sell
-127
Closed -$150K – 2698
2020
Q2 		$150K Buy
127
+2
+2% +$3.05K 0.01% 829
2020
Q1 		$302K Buy
125
+119
+1,983% +$267K 0.02% 538
2019
Q4 		$11K Buy
+6
New +$14K ﹤0.01% 1663

Other funds holding SPXU

LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's SPXU Position: Q1 2024 in Review

Sowell Financial Services sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2024, closing a stake of 1,450 shares — an estimated $249K sold.

Sowell Financial Services first reported a position in SPXU in Q4 2019 and held it in 5 quarters. The position peaked at $346K in Q4 2022. 44 funds tracked by Wall St. Rank hold SPXU as of Q1 2024.

  • Sowell Financial Services reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2024 after selling out during the quarter.
  • Sowell Financial Services sold 1,450 ProShares UltraPro Short S&P 500 shares in Q1 2024, an estimated $249K.
  • Sowell Financial Services first reported a position in ProShares UltraPro Short S&P 500 in Q4 2019 and held it in 5 quarters.
  • Sowell Financial Services's ProShares UltraPro Short S&P 500 position peaked at $346K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.