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Blue Trust Inc’s ProShares Ultra S&P500 SSO Stock Holding History

Blue Trust Inc’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
2023
Q2 		– Sell
-110
Closed -$2K – 2500
2023
Q1 		$2K Buy
+110
New +$2.64K ﹤0.01% 2053
2022
Q4 		– Sell
-2,000
Closed -$45K – 2460
2022
Q3 		$45K Hold
2,000
– – ﹤0.01% 789
2022
Q2 		$66K Buy
+2,000
New +$53.6K ﹤0.01% 615

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Blue Trust Inc's SSO Position: Q2 2023 in Review

Blue Trust Inc sold out of ProShares Ultra S&P500 (SSO) in Q2 2023, closing a stake of 110 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in SSO in Q2 2022 and held it in 3 quarters. The position peaked at $66K in Q2 2022. 176 funds tracked by Wall St. Rank hold SSO as of Q2 2023.

  • Blue Trust Inc reported no remaining ProShares Ultra S&P500 position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 110 ProShares Ultra S&P500 shares in Q2 2023, an estimated $2K.
  • Blue Trust Inc first reported a position in ProShares Ultra S&P500 in Q2 2022 and held it in 3 quarters.
  • Blue Trust Inc's ProShares Ultra S&P500 position peaked at $66K in Q2 2022.
  • 176 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.