BSW
SSO icon

Buckingham Strategic Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-30,650
Closed -$818K – 745
2023
Q3 		$818K Buy
+30,650
New +$890K 0.01% 323

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Buckingham Strategic Wealth's SSO Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of ProShares Ultra S&P500 (SSO) in Q4 2023, closing a stake of 30,650 shares — an estimated $818K sold.

Buckingham Strategic Wealth first reported a position in SSO in Q3 2023 and held it in 1 quarter. The position peaked at $818K in Q3 2023. 192 funds tracked by Wall St. Rank hold SSO as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining ProShares Ultra S&P500 position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 30,650 ProShares Ultra S&P500 shares in Q4 2023, an estimated $818K.
  • Buckingham Strategic Wealth first reported a position in ProShares Ultra S&P500 in Q3 2023 and held it in 1 quarter.
  • Buckingham Strategic Wealth's ProShares Ultra S&P500 position peaked at $818K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.