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

First Horizon 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
2021 Q4	–	Sell	-608	Closed	-$18K	–	2430
2021 Q3	$18K	Buy	+608	New	+$19.2K	﹤0.01%	1325
2014 Q2	–	Sell	-3,851,392	Closed	-$25.4M	–	1559
2014 Q1	$25.4M	Buy	3,851,392 +3,700,336	+2,450%	+$23.4M	3.55%	4
2013 Q4	$957K	Buy	151,056 +147,408	+4,041%	+$863K	0.14%	146
2013 Q3	$19K	Sell	3,648 -3,984,352	-100%	-$20.8M	﹤0.01%	677
2013 Q2	$19.1M	Buy	+3,988,000	New	+$19.2M	9.77%	4

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

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 $3.06B AUM 30.02% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Horizon Advisors's SSO Position: Q4 2021 in Review

First Horizon Advisors sold out of ProShares Ultra S&P500 (SSO) in Q4 2021, closing a stake of 608 shares — an estimated $18K sold.

First Horizon Advisors first reported a position in SSO in Q2 2013 and held it in 5 quarters. The position peaked at $25.4M in Q1 2014. 199 funds tracked by Wall St. Rank hold SSO as of Q4 2021.

First Horizon Advisors reported no remaining ProShares Ultra S&P500 position as of Q4 2021 after selling out during the quarter.
First Horizon Advisors sold 608 ProShares Ultra S&P500 shares in Q4 2021, an estimated $18K.
First Horizon Advisors first reported a position in ProShares Ultra S&P500 in Q2 2013 and held it in 5 quarters.
First Horizon Advisors's ProShares Ultra S&P500 position peaked at $25.4M in Q1 2014.
199 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2021.

Based on First Horizon Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.