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 $58.2B AUM 22.78% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Hoey Investments's SSO Position: Q3 2023 in Review

Hoey Investments sold out of ProShares Ultra S&P500 (SSO) in Q3 2023, closing a stake of 48 shares — an estimated $1.4K sold.

Hoey Investments first reported a position in SSO in Q4 2019 and held it in 15 quarters. The position peaked at $272K in Q4 2019. 161 funds tracked by Wall St. Rank hold SSO as of Q3 2023.

Hoey Investments reported no remaining ProShares Ultra S&P500 position as of Q3 2023 after selling out during the quarter.
Hoey Investments sold 48 ProShares Ultra S&P500 shares in Q3 2023, an estimated $1.4K.
Hoey Investments first reported a position in ProShares Ultra S&P500 in Q4 2019 and held it in 15 quarters.
Hoey Investments's ProShares Ultra S&P500 position peaked at $272K in Q4 2019.
161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2023.

Based on Hoey Investments's 13F filing for Q3 2023, filed 24 Oct 2023.