Gradient Investments’s ProShares Ultra S&P500 SSO Stock Holding History

Gradient Investments’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 Q3	–	Sell	-4	Closed	–	–	1248
2021 Q2	$0	Buy	+4	New	+$113	﹤0.01%	1254
2021 Q1	–	Sell	-168	Closed	-$3K	–	1279
2020 Q4	$3K	Hold	168	–	–	﹤0.01%	905
2020 Q3	$3K	Buy	+168	New	+$3.02K	﹤0.01%	910

Other funds holding SSO

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 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

SWM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

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

Gradient Investments's SSO Position: Q3 2021 in Review

Gradient Investments sold out of ProShares Ultra S&P500 (SSO) in Q3 2021, closing a stake of 4 shares.

Gradient Investments first reported a position in SSO in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 173 funds tracked by Wall St. Rank hold SSO as of Q3 2021.

Gradient Investments reported no remaining ProShares Ultra S&P500 position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 4 ProShares Ultra S&P500 shares in Q3 2021.
Gradient Investments first reported a position in ProShares Ultra S&P500 in Q3 2020 and held it in 3 quarters.
Gradient Investments's ProShares Ultra S&P500 position peaked at $3K in Q4 2020.
173 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.