WealthPLAN Partners’s ProShares UltraShort S&P500 SDS Stock Holding History

WealthPLAN Partners’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
2016 Q3	$5.69K	Sell	3 -4	-57%	-$6.66K	﹤0.01%	695
2016 Q2	$6.1K	Buy	+7	New	+$12.9K	﹤0.01%	1913
2015 Q4	$3.19K	Buy	+2	New	+$4.02K	﹤0.01%	1430
2015 Q2	–	Sell	-2	Closed	-$4K	–	495
2015 Q1	$4K	Buy	+2	New	+$4.33K	﹤0.01%	442

Other funds holding SDS

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return

Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.27B AUM 1.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return