Ahrens Investment Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$10K	Buy	+400	New	+$9.59K	0.01%	629
2022 Q2	–	Sell	-500	Closed	-$16K	–	1062
2022 Q1	$16K	Hold	500	–	–	0.01%	626
2021 Q4	$18K	Buy	+500	New	+$17.1K	0.01%	602
2019 Q1	–	Sell	-20,160	Closed	-$234K	–	188
2018 Q4	$234K	Buy	20,160 +80	+0.4%	+$1.09K	0.11%	128
2018 Q3	$320K	Buy	20,080 +3,600	+22%	+$54.9K	0.12%	123
2018 Q2	$229K	Buy	+16,480	New	+$227K	0.1%	138

Other funds holding SSO

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Ahrens Investment Partners's SSO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in ProShares Ultra S&P500 (SSO) in Q1 2023: 400 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SSO as recently as Q1 2022.

Ahrens Investment Partners first reported a position in SSO in Q2 2018 and has held it in 6 quarters since. The position peaked at $320K in Q3 2018. 161 funds tracked by Wall St. Rank hold SSO as of Q1 2023.

Ahrens Investment Partners held 400 shares of ProShares Ultra S&P500 worth $10K as of Q1 2023.
ProShares Ultra S&P500 was a new Ahrens Investment Partners position in Q1 2023.
ProShares Ultra S&P500 made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #629 holding.
Ahrens Investment Partners first reported a position in ProShares Ultra S&P500 in Q2 2018 and has held it in 6 quarters since.
Ahrens Investment Partners's ProShares Ultra S&P500 position peaked at $320K in Q3 2018.
161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.