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B. Riley Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

B. Riley Wealth 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
2024
Q3 		– Sell
-6,060
Closed -$251K – 1425
2024
Q2 		$251K Buy
+6,060
New +$233K 0.01% 1111
2023
Q3 		– Sell
-7,428
Closed -$216K – 1620
2023
Q2 		$216K Buy
+7,428
New +$194K ﹤0.01% 1311
2022
Q2 		– Sell
-10,584
Closed -$348K – 1375
2022
Q1 		$348K Sell
10,584
-1,956
-16% -$62.6K 0.01% 944
2021
Q4 		$459K Buy
12,540
+48
+0.4% +$1.64K 0.01% 860
2021
Q3 		$375K Buy
12,492
+12
+0.1% +$379 0.01% 927
2021
Q2 		$373K Sell
12,480
-360
-3% -$10.2K 0.01% 912
2021
Q1 		$329K Buy
+12,840
New +$311K 0.01% 948
2017
Q3 		– Sell
-42,608
Closed -$477K – 588
2017
Q2 		$477K Sell
42,608
-43,128
-50% -$472K 0.09% 262
2017
Q1 		$910K Buy
+85,736
New +$881K 0.18% 143
2016
Q1 		– Sell
-29,160
Closed -$230K – 611
2015
Q4 		$230K Buy
+29,160
New +$232K 0.05% 448
2015
Q2 		– Sell
-32,576
Closed -$263K – 584
2015
Q1 		$263K Sell
32,576
-6,704
-17% -$54K 0.06% 398
2014
Q4 		$315 Sell
39,280
-29,200
-43% -$223K 0.01% 1091
2014
Q3 		$504K Sell
68,480
-190,352
-74% -$1.4M 0.13% 206
2014
Q2 		$980K Sell
258,832
-191,424
-43% -$1.3M 0.23% 91
2014
Q1 		$2.96M Sell
450,256
-83,920
-16% -$530K 0.9% 13
2013
Q4 		$3.42M Buy
534,176
+503,632
+1,649% +$2.95M 1.09% 9
2013
Q3 		$162K Sell
30,544
-780,064
-96% -$4.08M 0.06% 402
2013
Q2 		$3.89M Buy
+810,608
New +$3.91M 1.32% 9

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

B. Riley Wealth Advisors's SSO Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q3 2024, closing a stake of 6,060 shares — an estimated $251K sold.

B. Riley Wealth Advisors first reported a position in SSO in Q2 2013 and held it in 18 quarters. The position peaked at $3.89M in Q2 2013. 208 funds tracked by Wall St. Rank hold SSO as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,060 ProShares Ultra S&P500 shares in Q3 2024, an estimated $251K.
  • B. Riley Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q2 2013 and held it in 18 quarters.
  • B. Riley Wealth Advisors's ProShares Ultra S&P500 position peaked at $3.89M in Q2 2013.
  • 208 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.