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Benjamin F. Edwards & Company’s ProShares Ultra S&P500 SSO Stock Holding History

Benjamin F. Edwards & Company’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
-95,576
Closed -$1.11M – 1780
2018
Q4 		$1.11M Buy
+95,576
New +$1.3M 0.12% 191

Other funds holding SSO

TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Benjamin F. Edwards & Company's SSO Position: Q1 2019 in Review

Benjamin F. Edwards & Company sold out of ProShares Ultra S&P500 (SSO) in Q1 2019, closing a stake of 95,576 shares — an estimated $1.11M sold.

Benjamin F. Edwards & Company first reported a position in SSO in Q4 2018 and held it in 1 quarter. The position peaked at $1.11M in Q4 2018. 134 funds tracked by Wall St. Rank hold SSO as of Q1 2019.

  • Benjamin F. Edwards & Company reported no remaining ProShares Ultra S&P500 position as of Q1 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 95,576 ProShares Ultra S&P500 shares in Q1 2019, an estimated $1.11M.
  • Benjamin F. Edwards & Company first reported a position in ProShares Ultra S&P500 in Q4 2018 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's ProShares Ultra S&P500 position peaked at $1.11M in Q4 2018.
  • 134 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2019, filed 15 May 2019.