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American Portfolios Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

American Portfolios 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 		$312K Sell
15,688
-400
-2% -$9.89K 0.01% 836
2022
Q2 		$361K Hold
16,088
– – 0.01% 803
2022
Q1 		$528K Hold
16,088
– – 0.02% 712
2021
Q4 		$589K Buy
16,088
+88
+0.6% +$3.01K 0.02% 672
2021
Q3 		$479K Sell
16,000
-200
-1% -$6.32K 0.02% 734
2021
Q2 		$483K Sell
16,200
-400
-2% -$11.3K 0.02% 728
2021
Q1 		$425K Hold
16,600
– – 0.02% 719
2020
Q4 		$379K Hold
16,600
– – 0.02% 650
2020
Q3 		$305K Hold
16,600
– – 0.02% 650
2020
Q2 		$260K Hold
16,600
– – 0.02% 656
2020
Q1 		$184K Hold
16,600
– – 0.02% 674
2019
Q4 		$313K Hold
16,600
– – 0.02% 576
2019
Q3 		$267K Hold
16,600
– – 0.02% 601
2019
Q2 		$261K Hold
16,600
– – 0.02% 604
2019
Q1 		$244K Hold
16,600
– – 0.02% 582
2018
Q4 		$193K Sell
16,600
-200
-1% -$2.72K 0.02% 522
2018
Q3 		$268K Hold
16,800
– – 0.03% 487
2018
Q2 		$234K Sell
16,800
-200
-1% -$2.75K 0.03% 486
2018
Q1 		$224K Sell
17,000
-800
-4% -$11.4K 0.03% 468
2017
Q4 		$243K Buy
+17,800
New +$230K 0.04% 434

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

American Portfolios Advisors's SSO Position: Q3 2022 in Review

American Portfolios Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 2.5% in Q3 2022, selling an estimated $9.89K and leaving 15,688 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #836.

American Portfolios Advisors first reported a position in SSO in Q4 2017 and has held it in 20 quarters since. The position peaked at $589K in Q4 2021. 143 funds tracked by Wall St. Rank hold SSO as of Q3 2022.

  • American Portfolios Advisors held 15,688 shares of ProShares Ultra S&P500 worth $312K as of Q3 2022.
  • American Portfolios Advisors sold 400 ProShares Ultra S&P500 shares in Q3 2022, an estimated $9.89K.
  • ProShares Ultra S&P500 made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #836 holding.
  • American Portfolios Advisors first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's ProShares Ultra S&P500 position peaked at $589K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.