Waverly Advisors’s ProShares UltraPro Short Dow 30 SDOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,500
Closed -$431K 1128
2024
Q4
$431K Buy
+8,500
New +$418K 0.01% 717

Other funds holding SDOW

Waverly Advisors's SDOW Position: Q1 2025 in Review

Waverly Advisors sold out of ProShares UltraPro Short Dow 30 (SDOW) in Q1 2025, closing a stake of 8,500 shares — an estimated $431K sold.

Waverly Advisors first reported a position in SDOW in Q4 2024 and held it in 1 quarter. The position peaked at $431K in Q4 2024. 22 funds tracked by Wall St. Rank hold SDOW as of Q1 2025.

  • Waverly Advisors reported no remaining ProShares UltraPro Short Dow 30 position as of Q1 2025 after selling out during the quarter.
  • Waverly Advisors sold 8,500 ProShares UltraPro Short Dow 30 shares in Q1 2025, an estimated $431K.
  • Waverly Advisors first reported a position in ProShares UltraPro Short Dow 30 in Q4 2024 and held it in 1 quarter.
  • Waverly Advisors's ProShares UltraPro Short Dow 30 position peaked at $431K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held ProShares UltraPro Short Dow 30 as of Q1 2025.

Based on Waverly Advisors's 13F filing for Q1 2025, filed 15 May 2025.