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Barber Financial Group’s ProShares Ultra S&P500 SSO Stock Holding History

Barber Financial Group’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
2019
Q1 		– Sell
-282,088
Closed -$3.27M – 148
2018
Q4 		$3.27M Sell
282,088
-144,280
-34% -$1.96M 0.7% 30
2018
Q3 		$6.8M Buy
+426,368
New +$6.51M 1.63% 15
2018
Q1 		– Sell
-360,176
Closed -$4.93M – 144
2017
Q4 		$4.93M Buy
+360,176
New +$4.66M 1.25% 24

Other funds holding SSO

TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Barber Financial Group's SSO Position: Q1 2019 in Review

Barber Financial Group sold out of ProShares Ultra S&P500 (SSO) in Q1 2019, closing a stake of 282,088 shares — an estimated $3.27M sold.

Barber Financial Group first reported a position in SSO in Q4 2017 and held it in 3 quarters. The position peaked at $6.8M in Q3 2018. 134 funds tracked by Wall St. Rank hold SSO as of Q1 2019.

  • Barber Financial Group reported no remaining ProShares Ultra S&P500 position as of Q1 2019 after selling out during the quarter.
  • Barber Financial Group sold 282,088 ProShares Ultra S&P500 shares in Q1 2019, an estimated $3.27M.
  • Barber Financial Group first reported a position in ProShares Ultra S&P500 in Q4 2017 and held it in 3 quarters.
  • Barber Financial Group's ProShares Ultra S&P500 position peaked at $6.8M in Q3 2018.
  • 134 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2019.

Based on Barber Financial Group's 13F filing for Q1 2019, filed 26 Apr 2019.