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Glassman Wealth Services’s ProShares Ultra S&P500 SSO Stock Holding History

Glassman Wealth Services’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
-54
Closed -$1.44K – 2068
2023
Q3 		$1.44K Buy
+54
New +$1.57K ﹤0.01% 1439
2021
Q4 		– Sell
-400
Closed -$12K – 1899
2021
Q3 		$12K Buy
+400
New +$12.6K ﹤0.01% 732

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $12.4B AUM 62.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Glassman Wealth Services's SSO Position: Q4 2023 in Review

Glassman Wealth Services sold out of ProShares Ultra S&P500 (SSO) in Q4 2023, closing a stake of 54 shares — an estimated $1.44K sold.

Glassman Wealth Services first reported a position in SSO in Q3 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 192 funds tracked by Wall St. Rank hold SSO as of Q4 2023.

  • Glassman Wealth Services reported no remaining ProShares Ultra S&P500 position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 54 ProShares Ultra S&P500 shares in Q4 2023, an estimated $1.44K.
  • Glassman Wealth Services first reported a position in ProShares Ultra S&P500 in Q3 2021 and held it in 2 quarters.
  • Glassman Wealth Services's ProShares Ultra S&P500 position peaked at $12K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.