GC
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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
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RF
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return