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Burleson & Co’s ProShares Ultra S&P500 SSO Stock Holding History

Burleson & Co’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
2022
Q4 		$4.45K Hold
200
– – ﹤0.01% 308
2022
Q3 		$4K Hold
200
– – ﹤0.01% 321
2022
Q2 		$4K Hold
200
– – ﹤0.01% 304
2022
Q1 		$7K Buy
+200
New +$6.4K ﹤0.01% 286

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return

Burleson & Co's SSO Position: Q4 2022 in Review

Burleson & Co held its ProShares Ultra S&P500 (SSO) position steady in Q4 2022 at 200 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Burleson & Co first reported a position in SSO in Q1 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2022. 156 funds tracked by Wall St. Rank hold SSO as of Q4 2022.

  • Burleson & Co held 200 shares of ProShares Ultra S&P500 worth $4.45K as of Q4 2022.
  • Burleson & Co left its ProShares Ultra S&P500 share count unchanged in Q4 2022.
  • ProShares Ultra S&P500 made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #308 holding.
  • Burleson & Co first reported a position in ProShares Ultra S&P500 in Q1 2022 and has held it in 4 quarters since.
  • Burleson & Co's ProShares Ultra S&P500 position peaked at $7K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.