WR Wealth Planners’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

WR Wealth Planners’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
2024 Q4	$180	Hold	2	–	–	﹤0.01%	1067
2024 Q3	$194	Hold	2	–	–	﹤0.01%	1103
2024 Q2	$231	Hold	2	–	–	﹤0.01%	1102
2024 Q1	$258	Buy	+2	New	+$305	﹤0.01%	1123
2023 Q4	–	Sell	-2	Closed	-$478	–	767
2023 Q3	$478	Hold	2	–	–	﹤0.01%	859
2023 Q2	$426	Hold	2	–	–	﹤0.01%	854
2023 Q1	$539	Buy	+2	New	+$594	﹤0.01%	858

Other funds holding SPXU

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WR Wealth Planners's SPXU Position: Q4 2024 in Review

WR Wealth Planners held its ProShares UltraPro Short S&P 500 (SPXU) position steady in Q4 2024 at 2 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

WR Wealth Planners first reported a position in SPXU in Q1 2023 and has held it in 7 quarters since. The position peaked at $539 in Q1 2023. 39 funds tracked by Wall St. Rank hold SPXU as of Q4 2024.

WR Wealth Planners held 2 shares of ProShares UltraPro Short S&P 500 worth $180 as of Q4 2024.
WR Wealth Planners left its ProShares UltraPro Short S&P 500 share count unchanged in Q4 2024.
ProShares UltraPro Short S&P 500 made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1067 holding.
WR Wealth Planners first reported a position in ProShares UltraPro Short S&P 500 in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's ProShares UltraPro Short S&P 500 position peaked at $539 in Q1 2023.
39 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.