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Founders Capital Management (Texas)’s ProShares Ultra S&P500 SSO Stock Holding History

Founders Capital Management (Texas)’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
Q3 		– Sell
-286
Closed -$8.3K – 426
2023
Q2 		$8.3K Hold
286
– – 0.01% 319
2023
Q1 		$7K Buy
286
+2
+0.7% +$48 0.01% 342
2022
Q4 		$6K Hold
284
– – ﹤0.01% 335
2022
Q3 		$6K Hold
284
– – ﹤0.01% 336
2022
Q2 		$6K Buy
284
+142
+100% +$3.81K ﹤0.01% 360
2022
Q1 		$10K Sell
142
-142
-50% -$4.54K 0.01% 270
2021
Q4 		$10K Buy
+284
New +$9.72K 0.01% 270

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Founders Capital Management (Texas)'s SSO Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of ProShares Ultra S&P500 (SSO) in Q3 2023, closing a stake of 286 shares — an estimated $8.3K sold.

Founders Capital Management (Texas) first reported a position in SSO in Q4 2021 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 161 funds tracked by Wall St. Rank hold SSO as of Q3 2023.

  • Founders Capital Management (Texas) reported no remaining ProShares Ultra S&P500 position as of Q3 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 286 ProShares Ultra S&P500 shares in Q3 2023, an estimated $8.3K.
  • Founders Capital Management (Texas) first reported a position in ProShares Ultra S&P500 in Q4 2021 and held it in 7 quarters.
  • Founders Capital Management (Texas)'s ProShares Ultra S&P500 position peaked at $10K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.