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

Elite 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
2021
Q4 		– Sell
-56,092
Closed -$1.68M – 64
2021
Q3 		$1.68M Buy
+56,092
New +$1.77M 0.32% 24
2020
Q3 		– Sell
-286,216
Closed -$4.47M – 49
2020
Q2 		$4.47M Buy
+286,216
New +$4.05M 1.31% 8

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Elite Wealth Management's SSO Position: Q4 2021 in Review

Elite Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q4 2021, closing a stake of 56,092 shares — an estimated $1.68M sold.

Elite Wealth Management first reported a position in SSO in Q2 2020 and held it in 2 quarters. The position peaked at $4.47M in Q2 2020. 199 funds tracked by Wall St. Rank hold SSO as of Q4 2021.

  • Elite Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q4 2021 after selling out during the quarter.
  • Elite Wealth Management sold 56,092 ProShares Ultra S&P500 shares in Q4 2021, an estimated $1.68M.
  • Elite Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2020 and held it in 2 quarters.
  • Elite Wealth Management's ProShares Ultra S&P500 position peaked at $4.47M in Q2 2020.
  • 199 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2021.

Based on Elite Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.