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Stapp Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Stapp Wealth Management’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
Q4 		– Sell
-20
Closed -$5K – 94
2022
Q3 		$5K Buy
+20
New +$4.52K 0.01% 78

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MF
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USCWA
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HF
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JWS
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IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stapp Wealth Management's SDS Position: Q4 2022 in Review

Stapp Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q4 2022, closing a stake of 20 shares — an estimated $5K sold.

Stapp Wealth Management first reported a position in SDS in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 85 funds tracked by Wall St. Rank hold SDS as of Q4 2022.

  • Stapp Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 20 ProShares UltraShort S&P500 shares in Q4 2022, an estimated $5K.
  • Stapp Wealth Management first reported a position in ProShares UltraShort S&P500 in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's ProShares UltraShort S&P500 position peaked at $5K in Q3 2022.
  • 85 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.