BWA
SSO icon

Burt Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Burt Wealth Advisors’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
2015
Q3 		– Sell
-2,040
Closed -$33K – 411
2015
Q2 		$33K Sell
2,040
-2,040
-50% -$17.1K 0.04% 167
2015
Q1 		$33K Buy
+4,080
New +$32.9K 0.03% 159

Other funds holding SSO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KAM
Kazazian Asset Management Fort Lauderdale, Florida $91.5M AUM 35.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Burt Wealth Advisors's SSO Position: Q3 2015 in Review

Burt Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q3 2015, closing a stake of 2,040 shares — an estimated $33K sold.

Burt Wealth Advisors first reported a position in SSO in Q1 2015 and held it in 2 quarters. The position peaked at $33K in Q2 2015. 79 funds tracked by Wall St. Rank hold SSO as of Q3 2015.

  • Burt Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q3 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,040 ProShares Ultra S&P500 shares in Q3 2015, an estimated $33K.
  • Burt Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q1 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's ProShares Ultra S&P500 position peaked at $33K in Q2 2015.
  • 79 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2015.

Based on Burt Wealth Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.