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Global Strategic Investment Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Global Strategic Investment Solutions’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
2020
Q4 		– Sell
-12,000
Closed -$220K – 104
2020
Q3 		$220K Buy
+12,000
New +$216K 0.06% 90
2020
Q2 		– Sell
-28,864
Closed -$321K – 95
2020
Q1 		$321K Buy
+28,864
New +$488K 0.12% 60

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PFG
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Global Strategic Investment Solutions's SSO Position: Q4 2020 in Review

Global Strategic Investment Solutions sold out of ProShares Ultra S&P500 (SSO) in Q4 2020, closing a stake of 12,000 shares — an estimated $220K sold.

Global Strategic Investment Solutions first reported a position in SSO in Q1 2020 and held it in 2 quarters. The position peaked at $321K in Q1 2020. 148 funds tracked by Wall St. Rank hold SSO as of Q4 2020.

  • Global Strategic Investment Solutions reported no remaining ProShares Ultra S&P500 position as of Q4 2020 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 12,000 ProShares Ultra S&P500 shares in Q4 2020, an estimated $220K.
  • Global Strategic Investment Solutions first reported a position in ProShares Ultra S&P500 in Q1 2020 and held it in 2 quarters.
  • Global Strategic Investment Solutions's ProShares Ultra S&P500 position peaked at $321K in Q1 2020.
  • 148 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2020.

Based on Global Strategic Investment Solutions's 13F filing for Q4 2020, filed 8 Feb 2021.