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1834 Investment Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

1834 Investment Advisors’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16
Closed – – 418
2022
Q2 		$0 Hold
16
– – ﹤0.01% 501
2022
Q1 		$1K Hold
16
– – ﹤0.01% 434
2021
Q4 		$1K Hold
16
– – ﹤0.01% 469
2021
Q3 		$0 Hold
16
– – ﹤0.01% 517
2021
Q2 		$0 Hold
16
– – ﹤0.01% 521
2021
Q1 		$0 Hold
16
– – ﹤0.01% 499
2020
Q4 		$0 Hold
16
– – ﹤0.01% 473
2020
Q3 		$0 Hold
16
– – ﹤0.01% 466
2020
Q2 		$0 Buy
+16
New +$226 ﹤0.01% 467
2019
Q4 		– Sell
-60,784
Closed -$976K – 485
2019
Q3 		$976K Sell
60,784
-50,080
-45% -$796K 0.14% 98
2019
Q2 		$1.75M Hold
110,864
– – 0.26% 78
2019
Q1 		$1.63M Sell
110,864
-2,400
-2% -$32.7K 0.25% 79
2018
Q4 		$1.31M Buy
113,264
+65,064
+135% +$886K 0.22% 84
2018
Q3 		$768K Hold
48,200
– – 0.11% 107
2018
Q2 		$671K Buy
+48,200
New +$664K 0.11% 108
2018
Q1 		– Sell
-51,336
Closed -$702K – 474
2017
Q4 		$702K Hold
51,336
– – 0.11% 112
2017
Q3 		$621K Hold
51,336
– – 0.12% 106
2017
Q2 		$574K Hold
51,336
– – 0.11% 114
2017
Q1 		$544K Buy
+51,336
New +$527K 0.1% 122
2016
Q4 		– Sell
-117,104
Closed -$1.04M – 175
2016
Q3 		$1.04M Hold
117,104
– – 0.23% 86
2016
Q2 		$970K Sell
117,104
-115,760
-50% -$939K 0.21% 95
2016
Q1 		$1.86M Buy
+232,864
New +$1.67M 0.42% 61
2015
Q4 		– Sell
-238,560
Closed -$1.66M – 187
2015
Q3 		$1.66M Buy
+238,560
New +$1.86M 0.41% 65

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

1834 Investment Advisors's SSO Position: Q3 2022 in Review

1834 Investment Advisors sold out of ProShares Ultra S&P500 (SSO) in Q3 2022, closing a stake of 16 shares.

1834 Investment Advisors first reported a position in SSO in Q3 2015 and held it in 23 quarters. The position peaked at $1.86M in Q1 2016. 143 funds tracked by Wall St. Rank hold SSO as of Q3 2022.

  • 1834 Investment Advisors reported no remaining ProShares Ultra S&P500 position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 16 ProShares Ultra S&P500 shares in Q3 2022.
  • 1834 Investment Advisors first reported a position in ProShares Ultra S&P500 in Q3 2015 and held it in 23 quarters.
  • 1834 Investment Advisors's ProShares Ultra S&P500 position peaked at $1.86M in Q1 2016.
  • 143 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.