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Financial Architects (New Jersey)’s ProShares Ultra S&P500 SSO Stock Holding History

Financial Architects (New Jersey)’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
2018
Q2 		– Sell
-6,400
Closed -$84K – 1493
2018
Q1 		$84K Buy
+6,400
New +$90.9K 0.02% 492
2017
Q2 		– Sell
-11,200
Closed -$118K – 1624
2017
Q1 		$118K Buy
+11,200
New +$115K 0.02% 427

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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

Financial Architects (New Jersey)'s SSO Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of ProShares Ultra S&P500 (SSO) in Q3 2020, closing a stake of 2,112 shares — an estimated $33K sold.

Financial Architects (New Jersey) first reported a position in SSO in Q2 2013 and held it in 9 quarters. The position peaked at $112K in Q2 2017. 115 funds tracked by Wall St. Rank hold SSO as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining ProShares Ultra S&P500 position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,112 ProShares Ultra S&P500 shares in Q3 2020, an estimated $33K.
  • Financial Architects (New Jersey) first reported a position in ProShares Ultra S&P500 in Q2 2013 and held it in 9 quarters.
  • Financial Architects (New Jersey)'s ProShares Ultra S&P500 position peaked at $112K in Q2 2017.
  • 115 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.