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

WealthShield 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
2021 Q1	–	Sell	-509	Closed	-$158K	–	1182
2020 Q4	$158K	Hold	509	–	–	0.03%	293
2020 Q3	$203K	Hold	509	–	–	0.07%	239
2020 Q2	$247K	Hold	509	–	–	0.11%	172
2020 Q1	$388K	Hold	509	–	–	0.24%	88
2019 Q4	$317K	Hold	509	–	–	0.15%	137
2019 Q3	$376K	Hold	509	–	–	0.2%	113
2019 Q2	$391K	Hold	509	–	–	0.23%	102
2019 Q1	$424K	Hold	509	–	–	0.24%	82
2018 Q4	$549K	Hold	509	–	–	0.37%	53
2018 Q3	$424K	Hold	509	–	–	0.24%	72
2018 Q2	$487K	Hold	509	–	–	0.3%	61
2018 Q1	$522K	Hold	509	–	–	0.33%	58
2017 Q4	$516K	Buy	+509	New	+$555K	0.31%	65

Other funds holding SDS

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

CDH

Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return

BFIC

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

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

WealthShield Partners's SDS Position: Q1 2021 in Review

WealthShield Partners sold out of ProShares UltraShort S&P500 (SDS) in Q1 2021, closing a stake of 509 shares — an estimated $158K sold.

WealthShield Partners first reported a position in SDS in Q4 2017 and held it in 13 quarters. The position peaked at $549K in Q4 2018. 80 funds tracked by Wall St. Rank hold SDS as of Q1 2021.

WealthShield Partners reported no remaining ProShares UltraShort S&P500 position as of Q1 2021 after selling out during the quarter.
WealthShield Partners sold 509 ProShares UltraShort S&P500 shares in Q1 2021, an estimated $158K.
WealthShield Partners first reported a position in ProShares UltraShort S&P500 in Q4 2017 and held it in 13 quarters.
WealthShield Partners's ProShares UltraShort S&P500 position peaked at $549K in Q4 2018.
80 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2021.

Based on WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.