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

Tradition 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
Q2 		– Sell
-71
Closed -$13K – 1144
2022
Q1 		$13K Buy
+71
New +$14.1K ﹤0.01% 835
2021
Q4 		– Sell
-75
Closed -$17K – 1215
2021
Q3 		$17K Hold
75
– – ﹤0.01% 770
2021
Q2 		$17K Hold
75
– – ﹤0.01% 802
2021
Q1 		$20K Hold
75
– – ﹤0.01% 633
2020
Q4 		$23K Buy
+75
New +$26.4K ﹤0.01% 565

Other funds holding SDS

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

Tradition Wealth Management's SDS Position: Q2 2022 in Review

Tradition Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q2 2022, closing a stake of 71 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in SDS in Q4 2020 and held it in 5 quarters. The position peaked at $23K in Q4 2020. 81 funds tracked by Wall St. Rank hold SDS as of Q2 2022.

  • Tradition Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 71 ProShares UltraShort S&P500 shares in Q2 2022, an estimated $13K.
  • Tradition Wealth Management first reported a position in ProShares UltraShort S&P500 in Q4 2020 and held it in 5 quarters.
  • Tradition Wealth Management's ProShares UltraShort S&P500 position peaked at $23K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.