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

Carolina 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
2023
Q2 		– Sell
-50
Closed -$1.25K – 291
2023
Q1 		$1.25K Buy
+50
New +$1.2K ﹤0.01% 228

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Carolina Wealth Advisors's SSO Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q2 2023, closing a stake of 50 shares — an estimated $1.25K sold.

Carolina Wealth Advisors first reported a position in SSO in Q1 2023 and held it in 1 quarter. The position peaked at $1.25K in Q1 2023. 176 funds tracked by Wall St. Rank hold SSO as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 50 ProShares Ultra S&P500 shares in Q2 2023, an estimated $1.25K.
  • Carolina Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q1 2023 and held it in 1 quarter.
  • Carolina Wealth Advisors's ProShares Ultra S&P500 position peaked at $1.25K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.