Summit Financial’s ProShares UltraShort S&P500 SDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,504
Closed -$264K 1625
2026
Q1
$264K Hold
3,504
﹤0.01% 1243
2025
Q4
$240K Sell
3,504
-1
-0% -$71 ﹤0.01% 1170
2025
Q3
$253K Buy
+3,505
New +$275K ﹤0.01% 1126
2024
Q1
Sell
-7,078
Closed -$1.06M 401
2023
Q4
$1.06M Buy
+7,078
New +$1.22M 0.07% 166

Other funds holding SDS

Summit Financial's SDS Position: Q2 2026 in Review

Summit Financial sold out of ProShares UltraShort S&P500 (SDS) in Q2 2026, closing a stake of 3,504 shares — an estimated $264K sold.

Summit Financial first reported a position in SDS in Q4 2023 and held it in 4 quarters. The position peaked at $1.06M in Q4 2023. 49 funds tracked by Wall St. Rank hold SDS as of Q2 2026.

  • Summit Financial reported no remaining ProShares UltraShort S&P500 position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 3,504 ProShares UltraShort S&P500 shares in Q2 2026, an estimated $264K.
  • Summit Financial first reported a position in ProShares UltraShort S&P500 in Q4 2023 and held it in 4 quarters.
  • Summit Financial's ProShares UltraShort S&P500 position peaked at $1.06M in Q4 2023.
  • 49 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.