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WealthPLAN Partners’s ProShares UltraShort Dow 30 DXD Stock Holding History

WealthPLAN Partners’s Portfolio DXD Stock Details DXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$3.21K Buy
+8
New +$3.26K ﹤0.01% 1427
2015
Q2 		– Sell
-8
Closed -$3K – 447
2015
Q1 		$3K Buy
+8
New +$3.44K ﹤0.01% 457

Other funds holding DXD

FI
FCM Investments Dallas, Texas $70.1M AUM 26.28% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WealthPLAN Partners's DXD Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in ProShares UltraShort Dow 30 (DXD) in Q4 2015: 8 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in DXD as recently as Q1 2015.

WealthPLAN Partners first reported a position in DXD in Q1 2015 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold DXD as of Q4 2015.

  • WealthPLAN Partners held 8 shares of ProShares UltraShort Dow 30 worth $3.21K as of Q4 2015.
  • ProShares UltraShort Dow 30 was a new WealthPLAN Partners position in Q4 2015.
  • ProShares UltraShort Dow 30 made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1427 holding.
  • WealthPLAN Partners first reported a position in ProShares UltraShort Dow 30 in Q1 2015 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held ProShares UltraShort Dow 30 as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.