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Hutchens & Kramer Investment Management Group’s ProShares Ultra S&P500 SSO Stock Holding History

Hutchens & Kramer Investment Management Group’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
Q1 		– Sell
-28,384
Closed -$631K – 132
2022
Q4 		$631K Sell
28,384
-1,786
-6% -$40.5K 0.46% 49
2022
Q3 		$631K Sell
30,170
-175,950
-85% -$4.35M 0.52% 42
2022
Q2 		$4.72M Sell
206,120
-1,976
-0.9% -$53K 3.48% 5
2022
Q1 		$6.86M Sell
208,096
-204,712
-50% -$6.55M 3.81% 5
2021
Q4 		$6.72M Buy
+412,808
New +$14.1M 4.25% 4

Other funds holding SSO

BCM
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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SSO Position: Q1 2023 in Review

Hutchens & Kramer Investment Management Group sold out of ProShares Ultra S&P500 (SSO) in Q1 2023, closing a stake of 28,384 shares — an estimated $631K sold.

Hutchens & Kramer Investment Management Group first reported a position in SSO in Q4 2021 and held it in 5 quarters. The position peaked at $6.86M in Q1 2022. 161 funds tracked by Wall St. Rank hold SSO as of Q1 2023.

  • Hutchens & Kramer Investment Management Group reported no remaining ProShares Ultra S&P500 position as of Q1 2023 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 28,384 ProShares Ultra S&P500 shares in Q1 2023, an estimated $631K.
  • Hutchens & Kramer Investment Management Group first reported a position in ProShares Ultra S&P500 in Q4 2021 and held it in 5 quarters.
  • Hutchens & Kramer Investment Management Group's ProShares Ultra S&P500 position peaked at $6.86M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2023, filed 10 Apr 2023.