Wealthspire Advisors (Maryland)’s ProShares UltraShort S&P500 SDS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-11	Closed	-$9K	–	1723
2019 Q1	$9K	Hold	11	–	–	﹤0.01%	1588
2018 Q4	$12K	Hold	11	–	–	﹤0.01%	1404
2018 Q3	$9K	Hold	11	–	–	﹤0.01%	1570
2018 Q2	$11K	Hold	11	–	–	﹤0.01%	1510
2018 Q1	$11K	Hold	11	–	–	﹤0.01%	1538
2017 Q4	$11K	Buy	+11	New	+$12K	﹤0.01%	1558
2017 Q3	–	Sell	-11	Closed	-$14K	–	2428
2017 Q2	$14K	Hold	11	–	–	﹤0.01%	1404
2017 Q1	$15K	Hold	11	–	–	﹤0.01%	1184
2016 Q4	$17K	Hold	11	–	–	﹤0.01%	1070
2016 Q3	$18K	Buy	+11	New	+$18.3K	﹤0.01%	1093

Other funds holding SDS

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PAM

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

TRCT

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SDS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ProShares UltraShort S&P500 (SDS) in Q2 2019, closing a stake of 11 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in SDS in Q3 2016 and held it in 10 quarters. The position peaked at $18K in Q3 2016. 61 funds tracked by Wall St. Rank hold SDS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining ProShares UltraShort S&P500 position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 11 ProShares UltraShort S&P500 shares in Q2 2019, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in ProShares UltraShort S&P500 in Q3 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s ProShares UltraShort S&P500 position peaked at $18K in Q3 2016.
61 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.