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Dynamic Advisor Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Dynamic Advisor Solutions’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
-5,580
Closed -$204K – 783
2021
Q4 		$204K Buy
+5,580
New +$191K 0.01% 684
2018
Q3 		– Sell
-23,432
Closed -$326K – 430
2018
Q2 		$326K Buy
+23,432
New +$323K 0.07% 280

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

Dynamic Advisor Solutions's SSO Position: Q1 2022 in Review

Dynamic Advisor Solutions sold out of ProShares Ultra S&P500 (SSO) in Q1 2022, closing a stake of 5,580 shares — an estimated $204K sold.

Dynamic Advisor Solutions first reported a position in SSO in Q2 2018 and held it in 2 quarters. The position peaked at $326K in Q2 2018. 184 funds tracked by Wall St. Rank hold SSO as of Q1 2022.

  • Dynamic Advisor Solutions reported no remaining ProShares Ultra S&P500 position as of Q1 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,580 ProShares Ultra S&P500 shares in Q1 2022, an estimated $204K.
  • Dynamic Advisor Solutions first reported a position in ProShares Ultra S&P500 in Q2 2018 and held it in 2 quarters.
  • Dynamic Advisor Solutions's ProShares Ultra S&P500 position peaked at $326K in Q2 2018.
  • 184 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2022, filed 11 Apr 2022.