de Creative Planning ProShares Ultra S&P500 SSO Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 3.97 M | Vender |
58,935
-1,783
| -3% | -USD 114 k | ﹤0.01% | 1579 |
|
|
2026
Q1 | USD 3.15 M | Vender |
60,718
-7,144
| -11% | -USD 408 k | ﹤0.01% | 1541 |
|
|
2025
Q4 | USD 3.93 M | Comprar |
67,862
+10,520
| +18% | +USD 602 k | ﹤0.01% | 1175 |
|
|
2025
Q3 | USD 3.21 M | Comprar |
57,342
+5,104
| +10% | +USD 266 k | ﹤0.01% | 1171 |
|
|
2025
Q2 | USD 2.55 M | Comprar |
52,238
+666
| +1% | +USD 28.1 k | ﹤0.01% | 1143 |
|
|
2025
Q1 | USD 2.13 M | Vender |
51,572
-14,644
| -22% | -USD 676 k | ﹤0.01% | 1131 |
|
|
2024
Q4 | USD 3.06 M | Vender |
66,216
-426
| -0.6% | -USD 20.1 k | ﹤0.01% | 887 |
|
|
2024
Q3 | USD 3 M | Comprar |
66,642
+4,160
| +7% | +USD 175 k | ﹤0.01% | 862 |
|
|
2024
Q2 | USD 2.58 M | Comprar |
62,482
+4,070
| +7% | +USD 156 k | ﹤0.01% | 876 |
|
|
2024
Q1 | USD 2.26 M | Comprar |
58,412
+4,438
| +8% | +USD 157 k | ﹤0.01% | 924 |
|
|
2023
Q4 | USD 1.76 M | Comprar |
53,974
+34,120
| +172% | +USD 981 k | ﹤0.01% | 963 |
|
|
2023
Q3 | USD 530 k | Comprar |
19,854
+3,020
| +18% | +USD 87.7 k | ﹤0.01% | 1534 |
|
|
2023
Q2 | USD 489 k | Vender |
16,834
-914
| -5% | -USD 23.9 k | ﹤0.01% | 1562 |
|
|
2023
Q1 | USD 445 k | Vender |
17,748
-4,100
| -19% | -USD 98.3 k | ﹤0.01% | 1542 |
|
|
2022
Q4 | USD 486 k | Comprar |
21,848
+6,662
| +44% | +USD 151 k | ﹤0.01% | 1448 |
|
|
2022
Q3 | USD 302 k | Vender |
15,186
-10,236
| -40% | -USD 253 k | ﹤0.01% | 1642 |
|
|
2022
Q2 | USD 571 k | Comprar |
25,422
+5,358
| +27% | +USD 144 k | ﹤0.01% | 1247 |
|
|
2022
Q1 | USD 659 k | Comprar |
20,064
+2,488
| +14% | +USD 79.6 k | ﹤0.01% | 1192 |
|
|
2021
Q4 | USD 643 k | Mantener |
17,576
| – | – | ﹤0.01% | 1166 |
|
|
2021
Q3 | USD 526 k | Vender |
17,576
-212
| -1% | -USD 6.7 k | ﹤0.01% | 1258 |
|
|
2021
Q2 | USD 531 k | Vender |
17,788
-64,620
| -78% | -USD 1.83 M | ﹤0.01% | 1247 |
|
|
2021
Q1 | USD 2.11 M | Comprar |
82,408
+11,220
| +16% | +USD 272 k | ﹤0.01% | 704 |
|
|
2020
Q4 | USD 1.63 M | Vender |
71,188
-8,964
| -11% | -USD 184 k | ﹤0.01% | 745 |
|
|
2020
Q3 | USD 1.47 M | Comprar |
80,152
+984
| +1% | +USD 17.7 k | ﹤0.01% | 674 |
|
|
2020
Q2 | USD 1.24 M | Vender |
79,168
-384
| -0.5% | -USD 5.44 k | ﹤0.01% | 665 |
|
|
2020
Q1 | USD 884 k | Vender |
79,552
-2,208
| -3% | -USD 37.3 k | ﹤0.01% | 696 |
|
|
2019
Q4 | USD 1.54 M | Vender |
81,760
-3,200
| -4% | -USD 55.1 k | ﹤0.01% | 608 |
|
|
2019
Q3 | USD 1.36 M | Comprar |
84,960
+9,616
| +13% | +USD 153 k | ﹤0.01% | 629 |
|
|
2019
Q2 | USD 1.19 M | Vender |
75,344
-800
| -1% | -USD 12.2 k | ﹤0.01% | 698 |
|
|
2019
Q1 | USD 1.12 M | Vender |
76,144
-7,256
| -9% | -USD 98.9 k | ﹤0.01% | 685 |
|
|
2018
Q4 | USD 968 k | Comprar |
83,400
+536
| +0.6% | +USD 7.3 k | ﹤0.01% | 681 |
|
|
2018
Q3 | USD 1.32 M | Vender |
82,864
-4,000
| -5% | -USD 61.1 k | ﹤0.01% | 641 |
|
|
2018
Q2 | USD 1.21 M | Vender |
86,864
-512
| -0.6% | -USD 7.05 k | ﹤0.01% | 651 |
|
|
2018
Q1 | USD 1.15 M | Comprar |
87,376
+7,416
| +9% | +USD 105 k | ﹤0.01% | 662 |
|
|
2017
Q4 | USD 1.09 M | Comprar |
79,960
+2,184
| +3% | +USD 28.3 k | ﹤0.01% | 688 |
|
|
2017
Q3 | USD 940 k | Comprar |
77,776
+3,032
| +4% | +USD 35.2 k | ﹤0.01% | 747 |
|
|
2017
Q2 | USD 836 k | Comprar |
74,744
+8
| +0% | +USD 88 | ﹤0.01% | 776 |
|
|
2017
Q1 | USD 793 k | Vender |
74,736
-200
| -0.3% | -USD 2.05 k | ﹤0.01% | 763 |
|
|
2016
Q4 | USD 713 k | Vender |
74,936
-6,776
| -8% | -USD 61.3 k | ﹤0.01% | 764 |
|
|
2016
Q3 | USD 725 k | Comprar |
81,712
+8
| +0% | +USD 71 | ﹤0.01% | 730 |
|
|
2016
Q2 | USD 677 k | Vender |
81,704
-9,216
| -10% | -USD 74.8 k | ﹤0.01% | 650 |
|
|
2016
Q1 | USD 725 k | Vender |
90,920
-9,048
| -9% | -USD 64.9 k | 0.01% | 606 |
|
|
2015
Q4 | USD 787 k | Comprar |
99,968
+6,656
| +7% | +USD 53 k | 0.01% | 584 |
|
|
2015
Q3 | USD 649 k | Vender |
93,312
-8,472
| -8% | -USD 66.1 k | 0.01% | 640 |
|
|
2015
Q2 | USD 821 k | Comprar |
101,784
+18,792
| +23% | +USD 157 k | 0.01% | 530 |
|
|
2015
Q1 | USD 671 k | Comprar |
82,992
+1,712
| +2% | +USD 13.8 k | 0.01% | 614 |
|
|
2014
Q4 | USD 652 k | Vender |
81,280
-368
| -0.5% | -USD 2.81 k | 0.01% | 592 |
|
|
2014
Q3 | USD 601 k | Comprar |
81,648
+4,000
| +5% | +USD 29.5 k | 0.01% | 584 |
|
|
2014
Q2 | USD 562 k | Comprar |
77,648
+16,720
| +27% | +USD 114 k | 0.01% | 599 |
|
|
2014
Q1 | USD 401 k | Comprar |
60,928
+16,624
| +38% | +USD 105 k | 0.01% | 715 |
|
|
2013
Q4 | USD 284 k | Comprar |
44,304
+2,608
| +6% | +USD 15.3 k | ﹤0.01% | 703 |
|
|
2013
Q3 | USD 221 k | Vender |
41,696
-48
| -0.1% | -USD 251 | ﹤0.01% | 720 |
|
|
2013
Q2 | USD 200 k | Comprar |
+41,744
| Nuevas | +USD 201 k | ﹤0.01% | 686 |
|
Otros fondos que tienen SSO en su cartera
MSG
TI
CFIM
RCM
AMG
Posición de Creative Planning en SSO: resumen de T2 2026
Creative Planning redujo su participación en ProShares Ultra S&P500 (SSO) en 2.9% durante T2 2026, al vender acciones por un valor estimado de USD 114 k, y conservó 58,935 acciones valuadas en USD 3.97 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1579.
Creative Planning reportó por primera vez una posición en SSO en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 241 fondos que sigue Wall St. Rank mantienen una posición en SSO.
- Al cierre de T2 2026, Creative Planning tenía 58,935 acciones de ProShares Ultra S&P500 con un valor de USD 3.97 M.
- Creative Planning vendió 1,783 acciones de ProShares Ultra S&P500 en T2 2026, por un valor estimado de USD 114 k.
- ProShares Ultra S&P500 representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1579.
- Creative Planning reportó por primera vez una posición en ProShares Ultra S&P500 en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 241 fondos que sigue Wall St. Rank tenían ProShares Ultra S&P500 en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.