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

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

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

HighTower Advisors

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