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

Destination Wealth Management’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
2019
Q2 		– Sell
-160
Closed -$2K – 731
2019
Q1 		$2K Hold
160
– – ﹤0.01% 605
2018
Q4 		$2K Buy
+160
New +$2.18K ﹤0.01% 485
2016
Q3 		– Sell
-27,200
Closed -$225K – 172
2016
Q2 		$225K Buy
+27,200
New +$221K 0.02% 138

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Destination Wealth Management's SSO Position: Q2 2019 in Review

Destination Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q2 2019, closing a stake of 160 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in SSO in Q2 2016 and held it in 3 quarters. The position peaked at $225K in Q2 2016. 129 funds tracked by Wall St. Rank hold SSO as of Q2 2019.

  • Destination Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 160 ProShares Ultra S&P500 shares in Q2 2019, an estimated $2K.
  • Destination Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2016 and held it in 3 quarters.
  • Destination Wealth Management's ProShares Ultra S&P500 position peaked at $225K in Q2 2016.
  • 129 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.