Cetera Investment Advisers
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Cetera Investment Advisers’s ProShares Ultra S&P500 SSO Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-25,902
Closed -$576K – 2240
2022
Q4 		$576K Sell
25,902
-14,998
-37% -$340K 0.01% 1300
2022
Q3 		$812K Sell
40,900
-17,924
-30% -$443K 0.02% 802
2022
Q2 		$1.32M Buy
58,824
+49,986
+566% +$1.34M 0.02% 678
2022
Q1 		$290K Buy
+8,838
New +$283K ﹤0.01% 1502

Other funds holding SSO

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cetera Investment Advisers's SSO Position: Q1 2023 in Review

Cetera Investment Advisers sold out of ProShares Ultra S&P500 (SSO) in Q1 2023, closing a stake of 25,902 shares — an estimated $576K sold.

Cetera Investment Advisers first reported a position in SSO in Q1 2022 and held it in 4 quarters. The position peaked at $1.32M in Q2 2022. 161 funds tracked by Wall St. Rank hold SSO as of Q1 2023.

  • Cetera Investment Advisers reported no remaining ProShares Ultra S&P500 position as of Q1 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 25,902 ProShares Ultra S&P500 shares in Q1 2023, an estimated $576K.
  • Cetera Investment Advisers first reported a position in ProShares Ultra S&P500 in Q1 2022 and held it in 4 quarters.
  • Cetera Investment Advisers's ProShares Ultra S&P500 position peaked at $1.32M in Q2 2022.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2023.

Based on Cetera Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.