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Gunn & Company Investment Management’s ProShares Ultra S&P500 SSO Stock Holding History

Gunn & Company Investment Management’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
2024
Q3 		– Sell
-114,946
Closed -$4.75M – 128
2024
Q2 		$4.75M Buy
+114,946
New +$4.42M 0.28% 42
2024
Q1 		– Sell
-114,946
Closed -$3.74M – 119
2023
Q4 		$3.74M Buy
+114,946
New +$3.31M 0.25% 40

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Gunn & Company Investment Management's SSO Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of ProShares Ultra S&P500 (SSO) in Q3 2024, closing a stake of 114,946 shares — an estimated $4.75M sold.

Gunn & Company Investment Management first reported a position in SSO in Q4 2023 and held it in 2 quarters. The position peaked at $4.75M in Q2 2024. 208 funds tracked by Wall St. Rank hold SSO as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining ProShares Ultra S&P500 position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 114,946 ProShares Ultra S&P500 shares in Q3 2024, an estimated $4.75M.
  • Gunn & Company Investment Management first reported a position in ProShares Ultra S&P500 in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's ProShares Ultra S&P500 position peaked at $4.75M in Q2 2024.
  • 208 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.