GC
SSO icon

Grimes & Company’s ProShares Ultra S&P500 SSO Stock Holding History

Grimes & Company’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
Q2 		– Sell
-7,244
Closed -$238K – 298
2022
Q1 		$238K Sell
7,244
-988
-12% -$31.6K 0.01% 264
2021
Q4 		$301K Hold
8,232
– – 0.01% 240
2021
Q3 		$247K Hold
8,232
– – 0.01% 263
2021
Q2 		$246K Buy
+8,232
New +$233K 0.01% 263

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Grimes & Company's SSO Position: Q2 2022 in Review

Grimes & Company sold out of ProShares Ultra S&P500 (SSO) in Q2 2022, closing a stake of 7,244 shares — an estimated $238K sold.

Grimes & Company first reported a position in SSO in Q2 2021 and held it in 4 quarters. The position peaked at $301K in Q4 2021. 156 funds tracked by Wall St. Rank hold SSO as of Q2 2022.

  • Grimes & Company reported no remaining ProShares Ultra S&P500 position as of Q2 2022 after selling out during the quarter.
  • Grimes & Company sold 7,244 ProShares Ultra S&P500 shares in Q2 2022, an estimated $238K.
  • Grimes & Company first reported a position in ProShares Ultra S&P500 in Q2 2021 and held it in 4 quarters.
  • Grimes & Company's ProShares Ultra S&P500 position peaked at $301K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2022.

Based on Grimes & Company's 13F filing for Q2 2022, filed 22 Jul 2022.