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IPG Investment Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

IPG Investment Advisors’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
Q2 		– Sell
-40,400
Closed -$1.01M – 189
2023
Q1 		$1.01M Buy
+40,400
New +$968K 0.23% 60
2018
Q4 		– Sell
-104,800
Closed -$1.67M – 177
2018
Q3 		$1.67M Buy
+104,800
New +$1.6M 0.54% 33

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
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
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

IPG Investment Advisors's SSO Position: Q2 2023 in Review

IPG Investment Advisors sold out of ProShares Ultra S&P500 (SSO) in Q2 2023, closing a stake of 40,400 shares — an estimated $1.01M sold.

IPG Investment Advisors first reported a position in SSO in Q3 2018 and held it in 2 quarters. The position peaked at $1.67M in Q3 2018. 176 funds tracked by Wall St. Rank hold SSO as of Q2 2023.

  • IPG Investment Advisors reported no remaining ProShares Ultra S&P500 position as of Q2 2023 after selling out during the quarter.
  • IPG Investment Advisors sold 40,400 ProShares Ultra S&P500 shares in Q2 2023, an estimated $1.01M.
  • IPG Investment Advisors first reported a position in ProShares Ultra S&P500 in Q3 2018 and held it in 2 quarters.
  • IPG Investment Advisors's ProShares Ultra S&P500 position peaked at $1.67M in Q3 2018.
  • 176 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2023.

Based on IPG Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.