AG
SSO icon

Advisor Group’s ProShares Ultra S&P500 SSO Stock Holding History

Advisor Group’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
2017
Q2 		– Sell
-240
Closed -$1K – 4902
2017
Q1 		$1K Buy
240
+80
+50% +$822 ﹤0.01% 4579
2016
Q4 		$1K Buy
+160
New +$1.45K ﹤0.01% 4395

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Advisor Group's SSO Position: Q4 2019 in Review

Advisor Group increased its ProShares Ultra S&P500 (SSO) stake by 25% in Q4 2019, buying an estimated $94.1K and bringing the position to 27,672 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Advisor Group first reported a position in SSO in Q2 2016 and has held it in 15 quarters since. The position peaked at $10.9M in Q2 2017. 142 funds tracked by Wall St. Rank hold SSO as of Q4 2019.

  • Advisor Group held 27,672 shares of ProShares Ultra S&P500 worth $521K as of Q4 2019.
  • Advisor Group bought 5,464 ProShares Ultra S&P500 shares in Q4 2019, an estimated $94.1K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1640 holding.
  • Advisor Group first reported a position in ProShares Ultra S&P500 in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's ProShares Ultra S&P500 position peaked at $10.9M in Q2 2017.
  • 142 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.