Steward Partners Investment Advisory’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Hold
0
-$19 3711
2024
Q1
Hold
0
3548
2021
Q2
Sell
-10
Closed -$4.74K 7378
2021
Q1
$4.74K Buy
+10
New +$5.29K ﹤0.01% 3021

Other funds holding SPXU

Steward Partners Investment Advisory's SPXU Position: Q2 2024 in Review

Steward Partners Investment Advisory held its ProShares UltraPro Short S&P 500 (SPXU) position steady in Q2 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

Steward Partners Investment Advisory first reported a position in SPXU in Q1 2021 and has held it in 1 quarter since. The position peaked at $4.74K in Q1 2021. 34 funds tracked by Wall St. Rank hold SPXU as of Q2 2024.

  • Steward Partners Investment Advisory held 0 shares of ProShares UltraPro Short S&P 500 worth $0 as of Q2 2024.
  • Steward Partners Investment Advisory left its ProShares UltraPro Short S&P 500 share count unchanged in Q2 2024.
  • ProShares UltraPro Short S&P 500 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2024, its #3711 holding.
  • Steward Partners Investment Advisory first reported a position in ProShares UltraPro Short S&P 500 in Q1 2021 and has held it in 1 quarter since.
  • Steward Partners Investment Advisory's ProShares UltraPro Short S&P 500 position peaked at $4.74K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.