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Financial & Tax Architects’s ProShares Ultra S&P500 SSO Stock Holding History

Financial & Tax Architects’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
2024
Q1 		– Sell
-429,076
Closed -$14M – 99
2023
Q4 		$14M Buy
+429,076
New +$12.3M 4.13% 6

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Financial & Tax Architects's SSO Position: Q1 2024 in Review

Financial & Tax Architects sold out of ProShares Ultra S&P500 (SSO) in Q1 2024, closing a stake of 429,076 shares — an estimated $14M sold.

Financial & Tax Architects first reported a position in SSO in Q4 2023 and held it in 1 quarter. The position peaked at $14M in Q4 2023. 186 funds tracked by Wall St. Rank hold SSO as of Q1 2024.

  • Financial & Tax Architects reported no remaining ProShares Ultra S&P500 position as of Q1 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 429,076 ProShares Ultra S&P500 shares in Q1 2024, an estimated $14M.
  • Financial & Tax Architects first reported a position in ProShares Ultra S&P500 in Q4 2023 and held it in 1 quarter.
  • Financial & Tax Architects's ProShares Ultra S&P500 position peaked at $14M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2024.

Based on Financial & Tax Architects's 13F filing for Q1 2024, filed 8 May 2024.