BCM
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Blume Capital Management’s ProShares Ultra S&P500 SSO Stock Holding History

Blume Capital Management’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
Q1 		– Sell
-700
Closed -$15.6K – 333
2022
Q4 		$15.6K Hold
700
– – 0.01% 231
2022
Q3 		$14K Hold
700
– – 0.01% 230
2022
Q2 		$16K Hold
700
– – 0.01% 231
2022
Q1 		$23K Sell
700
-3,600
-84% -$115K 0.01% 212
2021
Q4 		$157K Sell
4,300
-1,700
-28% -$58.2K 0.05% 107
2021
Q3 		$180K Buy
+6,000
New +$190K 0.07% 89

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Blume Capital Management's SSO Position: Q1 2023 in Review

Blume Capital Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2023, closing a stake of 700 shares — an estimated $15.6K sold.

Blume Capital Management first reported a position in SSO in Q3 2021 and held it in 6 quarters. The position peaked at $180K in Q3 2021. 161 funds tracked by Wall St. Rank hold SSO as of Q1 2023.

  • Blume Capital Management reported no remaining ProShares Ultra S&P500 position as of Q1 2023 after selling out during the quarter.
  • Blume Capital Management sold 700 ProShares Ultra S&P500 shares in Q1 2023, an estimated $15.6K.
  • Blume Capital Management first reported a position in ProShares Ultra S&P500 in Q3 2021 and held it in 6 quarters.
  • Blume Capital Management's ProShares Ultra S&P500 position peaked at $180K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2023.

Based on Blume Capital Management's 13F filing for Q1 2023, filed 8 May 2023.