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First Foundation Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

First Foundation Advisors’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
2023
Q4 		– Sell
-28,250
Closed -$754K – 456
2023
Q3 		$754K Buy
+28,250
New +$820K 0.04% 208
2023
Q1 		– Sell
-32,534
Closed -$723K – 416
2022
Q4 		$723K Buy
+32,534
New +$738K 0.03% 206

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

First Foundation Advisors's SSO Position: Q4 2023 in Review

First Foundation Advisors sold out of ProShares Ultra S&P500 (SSO) in Q4 2023, closing a stake of 28,250 shares — an estimated $754K sold.

First Foundation Advisors first reported a position in SSO in Q4 2022 and held it in 2 quarters. The position peaked at $754K in Q3 2023. 192 funds tracked by Wall St. Rank hold SSO as of Q4 2023.

  • First Foundation Advisors reported no remaining ProShares Ultra S&P500 position as of Q4 2023 after selling out during the quarter.
  • First Foundation Advisors sold 28,250 ProShares Ultra S&P500 shares in Q4 2023, an estimated $754K.
  • First Foundation Advisors first reported a position in ProShares Ultra S&P500 in Q4 2022 and held it in 2 quarters.
  • First Foundation Advisors's ProShares Ultra S&P500 position peaked at $754K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.