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Institutional & Family Asset Management’s ProShares Ultra S&P500 SSO Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-1,680
Closed -$50K – 916
2021
Q3 		$50K Sell
1,680
-1,948
-54% -$61.6K 0.01% 325
2021
Q2 		$108K Buy
3,628
+328
+10% +$9.28K 0.02% 230
2021
Q1 		$84K Buy
+3,300
New +$79.9K 0.02% 287
2020
Q2 		– Sell
-416
Closed -$5K – 909
2020
Q1 		$5K Sell
416
-26,568
-98% -$449K ﹤0.01% 539
2019
Q4 		$509K Buy
+26,984
New +$465K 0.11% 120

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Institutional & Family Asset Management's SSO Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of ProShares Ultra S&P500 (SSO) in Q4 2021, closing a stake of 1,680 shares — an estimated $50K sold.

Institutional & Family Asset Management first reported a position in SSO in Q4 2019 and held it in 5 quarters. The position peaked at $509K in Q4 2019. 198 funds tracked by Wall St. Rank hold SSO as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra S&P500 position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,680 ProShares Ultra S&P500 shares in Q4 2021, an estimated $50K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra S&P500 in Q4 2019 and held it in 5 quarters.
  • Institutional & Family Asset Management's ProShares Ultra S&P500 position peaked at $509K in Q4 2019.
  • 198 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.