SDS β€” PROSHARES TR

Ownership history in AXXCESS WEALTH MANAGEMENT, LLC  Β·  8 quarters on record

AI Ownership Summary

AXXCESS WEALTH MANAGEMENT, LLC reported PROSHARES TR (SDS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q3. The latest visible filing shows SDS at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AXXCESS WEALTH MANAGEMENT, LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SDS was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AXXCESS WEALTH MANAGEMENT, LLC held SDS β€” position size vs. price
% of Fund (quarterly)    SDS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 299,078 +288,108 +2626.3% 0.09% $4.3M 2025-11-07 $70.08
2024 Q3 ADDED 10,970 +1,650 +17.7% 0.01% $226K 2024-11-04 $97.85
2024 Q2 REDUCED 9,320 -2,405 -20.5% 0.01% $215K 2024-08-09 $110.07
2024 Q1 ADDED 11,725 +4,605 +64.7% 0.01% $291K 2024-05-14 $112.27
2023 Q4 ADDED 7,120 +1,390 +24.3% 0.01% $213K 2024-02-06 $123.38
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SDS

As of 2026 Q1 β€” sorted by position size

SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About AXXCESS WEALTH MANAGEMENT, LLC and SDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has AXXCESS WEALTH MANAGEMENT, LLC reported owning SDS?

AXXCESS WEALTH MANAGEMENT, LLC reported SDS across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SDS position in AXXCESS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for SDS was 0.09% in 2025 Q3.

What is the latest reported SDS position on this page?

The most recent filing on this page is 2025 Q3, when AXXCESS WEALTH MANAGEMENT, LLC reported 299,078 shares, equal to 0.09% of portfolio, with an estimated market value of $4.3M.

What does the chart on this SDS ownership page compare?

The chart compares AXXCESS WEALTH MANAGEMENT, LLC's quarterly SDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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