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BDO Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

BDO 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
2021
Q3 		– Sell
-260
Closed -$8K – 1122
2021
Q2 		$8K Hold
260
– – ﹤0.01% 798
2021
Q1 		$7K Buy
+260
New +$6.29K ﹤0.01% 801

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDO Wealth Advisors's SSO Position: Q3 2021 in Review

BDO Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q3 2021, closing a stake of 260 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in SSO in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 173 funds tracked by Wall St. Rank hold SSO as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 260 ProShares Ultra S&P500 shares in Q3 2021, an estimated $8K.
  • BDO Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Ultra S&P500 position peaked at $8K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.