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

CreativeOne Wealth’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
Q1 		– Sell
-11,960
Closed -$438K – 816
2021
Q4 		$438K Buy
+11,960
New +$409K 0.02% 484

Other funds holding SSO

AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CreativeOne Wealth's SSO Position: Q1 2022 in Review

CreativeOne Wealth sold out of ProShares Ultra S&P500 (SSO) in Q1 2022, closing a stake of 11,960 shares — an estimated $438K sold.

CreativeOne Wealth first reported a position in SSO in Q4 2021 and held it in 1 quarter. The position peaked at $438K in Q4 2021. 184 funds tracked by Wall St. Rank hold SSO as of Q1 2022.

  • CreativeOne Wealth reported no remaining ProShares Ultra S&P500 position as of Q1 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 11,960 ProShares Ultra S&P500 shares in Q1 2022, an estimated $438K.
  • CreativeOne Wealth first reported a position in ProShares Ultra S&P500 in Q4 2021 and held it in 1 quarter.
  • CreativeOne Wealth's ProShares Ultra S&P500 position peaked at $438K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.