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Apollon Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Apollon Wealth Management’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
Q3 		– Sell
-61,800
Closed -$1.8M – 990
2023
Q2 		$1.8M Buy
+61,800
New +$1.62M 0.09% 235
2022
Q3 		– Sell
-11,080
Closed -$249K – 851
2022
Q2 		$249K Buy
+11,080
New +$297K 0.02% 619

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Apollon Wealth Management's SSO Position: Q3 2023 in Review

Apollon Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q3 2023, closing a stake of 61,800 shares — an estimated $1.8M sold.

Apollon Wealth Management first reported a position in SSO in Q2 2022 and held it in 2 quarters. The position peaked at $1.8M in Q2 2023. 161 funds tracked by Wall St. Rank hold SSO as of Q3 2023.

  • Apollon Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 61,800 ProShares Ultra S&P500 shares in Q3 2023, an estimated $1.8M.
  • Apollon Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2022 and held it in 2 quarters.
  • Apollon Wealth Management's ProShares Ultra S&P500 position peaked at $1.8M in Q2 2023.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.