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

Hoey 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
2023 Q3	–	Sell	-48	Closed	-$1.4K	–	366
2023 Q2	$1.4K	Hold	48	–	–	﹤0.01%	307
2023 Q1	$1.21K	Hold	48	–	–	﹤0.01%	314
2022 Q4	$1.07K	Hold	48	–	–	﹤0.01%	274
2022 Q3	$1K	Hold	48	–	–	﹤0.01%	301
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	272
2022 Q1	$2K	Hold	48	–	–	﹤0.01%	224
2021 Q4	$2K	Hold	48	–	–	﹤0.01%	214
2021 Q3	$1K	Hold	48	–	–	﹤0.01%	222
2021 Q2	$1K	Hold	48	–	–	﹤0.01%	222
2021 Q1	$1K	Hold	48	–	–	﹤0.01%	230
2020 Q4	$1K	Hold	48	–	–	﹤0.01%	175
2020 Q3	$1K	Sell	48 -14,400	-100%	-$259K	﹤0.01%	131
2020 Q2	$226K	Hold	14,448	–	–	0.11%	47
2020 Q1	$161K	Buy	14,448 +24	+0.2%	+$406	0.11%	38
2019 Q4	$272K	Buy	+14,424	New	+$248K	0.19%	54

Other funds holding SSO

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

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors

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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return