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Integrated Advisors Network’s ProShares Ultra S&P500 SSO Stock Holding History

Integrated Advisors Network’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
2024
Q2 		– Sell
-5,454
Closed -$211K – 737
2024
Q1 		$211K Sell
5,454
-3,926
-42% -$139K 0.01% 673
2023
Q4 		$305K Buy
+9,380
New +$270K 0.02% 546
2023
Q3 		– Sell
-30,334
Closed -$882K – 696
2023
Q2 		$882K Sell
30,334
-130
-0.4% -$3.4K 0.05% 308
2023
Q1 		$765K Buy
+30,464
New +$730K 0.05% 332

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Integrated Advisors Network's SSO Position: Q2 2024 in Review

Integrated Advisors Network sold out of ProShares Ultra S&P500 (SSO) in Q2 2024, closing a stake of 5,454 shares — an estimated $211K sold.

Integrated Advisors Network first reported a position in SSO in Q1 2023 and held it in 4 quarters. The position peaked at $882K in Q2 2023. 202 funds tracked by Wall St. Rank hold SSO as of Q2 2024.

  • Integrated Advisors Network reported no remaining ProShares Ultra S&P500 position as of Q2 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 5,454 ProShares Ultra S&P500 shares in Q2 2024, an estimated $211K.
  • Integrated Advisors Network first reported a position in ProShares Ultra S&P500 in Q1 2023 and held it in 4 quarters.
  • Integrated Advisors Network's ProShares Ultra S&P500 position peaked at $882K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2024.

Based on Integrated Advisors Network's 13F filing for Q2 2024, filed 9 Aug 2024.