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Cypress Capital’s ProShares Ultra S&P500 SSO Stock Holding History

Cypress Capital’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
2024
Q3 		– Sell
-120
Closed -$4.96K – 319
2024
Q2 		$4.96K Buy
+120
New +$4.61K ﹤0.01% 231
2021
Q2 		– Sell
-272
Closed -$7K – 109
2021
Q1 		$7K Hold
272
– – ﹤0.01% 80
2020
Q4 		$6K Buy
+272
New +$5.59K ﹤0.01% 77

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Cypress Capital's SSO Position: Q3 2024 in Review

Cypress Capital sold out of ProShares Ultra S&P500 (SSO) in Q3 2024, closing a stake of 120 shares — an estimated $4.96K sold.

Cypress Capital first reported a position in SSO in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 208 funds tracked by Wall St. Rank hold SSO as of Q3 2024.

  • Cypress Capital reported no remaining ProShares Ultra S&P500 position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital sold 120 ProShares Ultra S&P500 shares in Q3 2024, an estimated $4.96K.
  • Cypress Capital first reported a position in ProShares Ultra S&P500 in Q4 2020 and held it in 3 quarters.
  • Cypress Capital's ProShares Ultra S&P500 position peaked at $7K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.