Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s ProShares UltraShort S&P500 SDS Stock Holding History

Steward Partners Investment Advisory’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
2021
Q1 		– Sell
-10
Closed -$3K – 3486
2020
Q4 		$3K Hold
10
– – ﹤0.01% 2651
2020
Q3 		$4K Hold
10
– – ﹤0.01% 2447
2020
Q2 		$5K Hold
10
– – ﹤0.01% 2286
2020
Q1 		$7K Buy
+10
New +$6.8K ﹤0.01% 1990
2018
Q3 		– Sell
-24
Closed -$23K – 2687
2018
Q2 		$23K Buy
+24
New +$23.3K ﹤0.01% 1413

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GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return

Steward Partners Investment Advisory's SDS Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of ProShares UltraShort S&P500 (SDS) in Q1 2021, closing a stake of 10 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in SDS in Q2 2018 and held it in 5 quarters. The position peaked at $23K in Q2 2018. 80 funds tracked by Wall St. Rank hold SDS as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining ProShares UltraShort S&P500 position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 ProShares UltraShort S&P500 shares in Q1 2021, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in ProShares UltraShort S&P500 in Q2 2018 and held it in 5 quarters.
  • Steward Partners Investment Advisory's ProShares UltraShort S&P500 position peaked at $23K in Q2 2018.
  • 80 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.