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WealthShield Partners’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

WealthShield Partners’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
2020
Q3 		– Sell
-63
Closed -$74K – 402
2020
Q2 		$74K Buy
+63
New +$96K 0.03% 235

Other funds holding SPXU

SI
SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
HVC
Healthcare Value Capital Woodcliff Lake, New Jersey $50.7M AUM 24.72% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthShield Partners's SPXU Position: Q3 2020 in Review

WealthShield Partners sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q3 2020, closing a stake of 63 shares — an estimated $74K sold.

WealthShield Partners first reported a position in SPXU in Q2 2020 and held it in 1 quarter. The position peaked at $74K in Q2 2020. 75 funds tracked by Wall St. Rank hold SPXU as of Q3 2020.

  • WealthShield Partners reported no remaining ProShares UltraPro Short S&P 500 position as of Q3 2020 after selling out during the quarter.
  • WealthShield Partners sold 63 ProShares UltraPro Short S&P 500 shares in Q3 2020, an estimated $74K.
  • WealthShield Partners first reported a position in ProShares UltraPro Short S&P 500 in Q2 2020 and held it in 1 quarter.
  • WealthShield Partners's ProShares UltraPro Short S&P 500 position peaked at $74K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q3 2020.

Based on WealthShield Partners's 13F filing for Q3 2020, filed 30 Oct 2020.