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

Doyle 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
Q3 		– Sell
-1,616
Closed -$26K – 692
2019
Q2 		$26K Buy
+1,616
New +$24.6K ﹤0.01% 472
2019
Q1 		– Sell
-1,608
Closed -$19K – 676
2018
Q4 		$19K Buy
+1,608
New +$21.9K ﹤0.01% 522

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
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 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
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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Doyle Wealth Management's SSO Position: Q3 2019 in Review

Doyle Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q3 2019, closing a stake of 1,616 shares — an estimated $26K sold.

Doyle Wealth Management first reported a position in SSO in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q2 2019. 123 funds tracked by Wall St. Rank hold SSO as of Q3 2019.

  • Doyle Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,616 ProShares Ultra S&P500 shares in Q3 2019, an estimated $26K.
  • Doyle Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's ProShares Ultra S&P500 position peaked at $26K in Q2 2019.
  • 123 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.