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Capital Asset Advisory Services’s ProShares Ultra S&P500 SSO Stock Holding History

Capital Asset Advisory Services’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 		– Sell
-284
Closed -$6K – 510
2022
Q3 		$6K Hold
284
– – ﹤0.01% 401
2022
Q2 		$6K Hold
284
– – ﹤0.01% 501
2022
Q1 		$9K Hold
284
– – ﹤0.01% 489
2021
Q4 		$10K Buy
+284
New +$9.72K ﹤0.01% 517

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 $94.2B AUM 21.24% 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 $1.13B AUM 12.57% 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 $131M AUM 19.7% 1-Year Est. Return

Capital Asset Advisory Services's SSO Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of ProShares Ultra S&P500 (SSO) in Q4 2022, closing a stake of 284 shares — an estimated $6K sold.

Capital Asset Advisory Services first reported a position in SSO in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 156 funds tracked by Wall St. Rank hold SSO as of Q4 2022.

  • Capital Asset Advisory Services reported no remaining ProShares Ultra S&P500 position as of Q4 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 284 ProShares Ultra S&P500 shares in Q4 2022, an estimated $6K.
  • Capital Asset Advisory Services first reported a position in ProShares Ultra S&P500 in Q4 2021 and held it in 4 quarters.
  • Capital Asset Advisory Services's ProShares Ultra S&P500 position peaked at $10K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.