Trellis Wealth Advisors’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Trellis Wealth Advisors’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.8K	Buy	+1,000	New	+$35.5K	0.01%	81

Other funds holding SPXU

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $109M AUM 10.15% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trellis Wealth Advisors's SPXU Position: Q3 2026 in Review

Trellis Wealth Advisors opened a new position in ProShares UltraPro Short S&P 500 (SPXU) in Q3 2026: 1,000 shares worth $34.8K. The stake represents 0.01% of the portfolio and ranks #81 among its holdings.

13 funds tracked by Wall St. Rank hold SPXU as of Q3 2026.

Trellis Wealth Advisors held 1,000 shares of ProShares UltraPro Short S&P 500 worth $34.8K as of Q3 2026.
ProShares UltraPro Short S&P 500 was a new Trellis Wealth Advisors position in Q3 2026.
ProShares UltraPro Short S&P 500 made up 0.01% of Trellis Wealth Advisors's portfolio in Q3 2026, its #81 holding.
13 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.