Avantax Planning Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Avantax Planning 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
2018 Q4	–	Sell	-800	Closed	-$13K	–	1071
2018 Q3	$13K	Buy	+800	New	+$12.2K	﹤0.01%	818
2018 Q2	–	Sell	-800	Closed	-$11K	–	1306
2018 Q1	$11K	Buy	+800	New	+$11.4K	﹤0.01%	1013

Other funds holding SSO

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFA

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

SAM

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Avantax Planning Partners's SSO Position: Q4 2018 in Review

Avantax Planning Partners sold out of ProShares Ultra S&P500 (SSO) in Q4 2018, closing a stake of 800 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in SSO in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 126 funds tracked by Wall St. Rank hold SSO as of Q4 2018.

Avantax Planning Partners reported no remaining ProShares Ultra S&P500 position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 800 ProShares Ultra S&P500 shares in Q4 2018, an estimated $13K.
Avantax Planning Partners first reported a position in ProShares Ultra S&P500 in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's ProShares Ultra S&P500 position peaked at $13K in Q3 2018.
126 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.