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Gladstone Institutional Advisory’s ProShares Ultra S&P500 SSO Stock Holding History

Gladstone Institutional Advisory’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
2022
Q3 		– Sell
-13,048
Closed -$293K – 679
2022
Q2 		$293K Hold
13,048
– – 0.02% 512
2022
Q1 		$428K Buy
+13,048
New +$418K 0.03% 461

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Gladstone Institutional Advisory's SSO Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of ProShares Ultra S&P500 (SSO) in Q3 2022, closing a stake of 13,048 shares — an estimated $293K sold.

Gladstone Institutional Advisory first reported a position in SSO in Q1 2022 and held it in 2 quarters. The position peaked at $428K in Q1 2022. 143 funds tracked by Wall St. Rank hold SSO as of Q3 2022.

  • Gladstone Institutional Advisory reported no remaining ProShares Ultra S&P500 position as of Q3 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 13,048 ProShares Ultra S&P500 shares in Q3 2022, an estimated $293K.
  • Gladstone Institutional Advisory first reported a position in ProShares Ultra S&P500 in Q1 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's ProShares Ultra S&P500 position peaked at $428K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.