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AJ Wealth Strategies’s ProShares Ultra S&P500 SSO Stock Holding History

AJ Wealth Strategies’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 		– Sell
-33,016
Closed -$734K – 312
2022
Q4 		$734K Hold
33,016
– – 0.04% 158
2022
Q3 		$656K Buy
+33,016
New +$817K 0.04% 162

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 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

AJ Wealth Strategies's SSO Position: Q1 2023 in Review

AJ Wealth Strategies sold out of ProShares Ultra S&P500 (SSO) in Q1 2023, closing a stake of 33,016 shares — an estimated $734K sold.

AJ Wealth Strategies first reported a position in SSO in Q3 2022 and held it in 2 quarters. The position peaked at $734K in Q4 2022. 161 funds tracked by Wall St. Rank hold SSO as of Q1 2023.

  • AJ Wealth Strategies reported no remaining ProShares Ultra S&P500 position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 33,016 ProShares Ultra S&P500 shares in Q1 2023, an estimated $734K.
  • AJ Wealth Strategies first reported a position in ProShares Ultra S&P500 in Q3 2022 and held it in 2 quarters.
  • AJ Wealth Strategies's ProShares Ultra S&P500 position peaked at $734K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.