WESPAC Advisors SoCal’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,526
Closed -$326K 99
2024
Q1
$326K Hold
2,526
0.09% 78
2023
Q4
$434K Hold
2,526
0.13% 72
2023
Q3
$604K Hold
2,526
0.2% 60
2023
Q2
$538K Hold
2,526
0.18% 61
2023
Q1
$681K Sell
2,526
-337
-12% -$100K 0.23% 59
2022
Q4
$966K Buy
+2,863
New +$993K 0.36% 49
2019
Q2
Sell
-60
Closed -$189K 266
2019
Q1
$189K Buy
+60
New +$217K 0.1% 88
2018
Q4
Hold
0
63

Other funds holding SPXU

WESPAC Advisors SoCal's SPXU Position: Q2 2024 in Review

WESPAC Advisors SoCal sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q2 2024, closing a stake of 2,526 shares — an estimated $326K sold.

WESPAC Advisors SoCal first reported a position in SPXU in Q1 2019 and held it in 7 quarters. The position peaked at $966K in Q4 2022. 34 funds tracked by Wall St. Rank hold SPXU as of Q2 2024.

  • WESPAC Advisors SoCal reported no remaining ProShares UltraPro Short S&P 500 position as of Q2 2024 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,526 ProShares UltraPro Short S&P 500 shares in Q2 2024, an estimated $326K.
  • WESPAC Advisors SoCal first reported a position in ProShares UltraPro Short S&P 500 in Q1 2019 and held it in 7 quarters.
  • WESPAC Advisors SoCal's ProShares UltraPro Short S&P 500 position peaked at $966K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2024.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2024, filed 23 Jul 2024.