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Brighton Jones LLC’s ProShares Ultra S&P500 SSO Stock Holding History

Brighton Jones LLC’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
Q1 		– Sell
-18,036
Closed -$412K – 447
2020
Q4 		$412K Buy
+18,036
New +$371K 0.03% 241

Other funds holding SSO

SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

Brighton Jones LLC's SSO Position: Q1 2021 in Review

Brighton Jones LLC sold out of ProShares Ultra S&P500 (SSO) in Q1 2021, closing a stake of 18,036 shares — an estimated $412K sold.

Brighton Jones LLC first reported a position in SSO in Q4 2020 and held it in 1 quarter. The position peaked at $412K in Q4 2020. 145 funds tracked by Wall St. Rank hold SSO as of Q1 2021.

  • Brighton Jones LLC reported no remaining ProShares Ultra S&P500 position as of Q1 2021 after selling out during the quarter.
  • Brighton Jones LLC sold 18,036 ProShares Ultra S&P500 shares in Q1 2021, an estimated $412K.
  • Brighton Jones LLC first reported a position in ProShares Ultra S&P500 in Q4 2020 and held it in 1 quarter.
  • Brighton Jones LLC's ProShares Ultra S&P500 position peaked at $412K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2021.

Based on Brighton Jones LLC's 13F filing for Q1 2021, filed 7 May 2021.