DI
SSO icon

Disciplined Investments’s ProShares Ultra S&P500 SSO Stock Holding History

Disciplined Investments’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
2020
Q4 		– Sell
-344
Closed -$6K – 406
2020
Q3 		$6K Hold
344
– – ﹤0.01% 292
2020
Q2 		$5K Hold
344
– – ﹤0.01% 316
2020
Q1 		$4K Hold
344
– – ﹤0.01% 341
2019
Q4 		$6K Buy
+344
New +$5.92K 0.01% 329

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Disciplined Investments's SSO Position: Q4 2020 in Review

Disciplined Investments sold out of ProShares Ultra S&P500 (SSO) in Q4 2020, closing a stake of 344 shares — an estimated $6K sold.

Disciplined Investments first reported a position in SSO in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2020. 148 funds tracked by Wall St. Rank hold SSO as of Q4 2020.

  • Disciplined Investments reported no remaining ProShares Ultra S&P500 position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 344 ProShares Ultra S&P500 shares in Q4 2020, an estimated $6K.
  • Disciplined Investments first reported a position in ProShares Ultra S&P500 in Q4 2019 and held it in 4 quarters.
  • Disciplined Investments's ProShares Ultra S&P500 position peaked at $6K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.