JGIA
SSO icon

Jackson Grant Investment Advisers’s ProShares Ultra S&P500 SSO Stock Holding History

Jackson Grant Investment Advisers’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
2022
Q2 		– Sell
-1,002
Closed -$33K – 366
2022
Q1 		$33K Buy
1,002
+2
+0.2% +$64 0.01% 244
2021
Q4 		$37K Hold
1,000
– – 0.02% 193
2021
Q3 		$30K Hold
1,000
– – 0.01% 259
2021
Q2 		$30K Buy
+1,000
New +$28.3K 0.01% 260
2020
Q1 		– Sell
-11,720
Closed -$221K – 223
2019
Q4 		$221K Sell
11,720
-992
-8% -$17.1K 0.12% 86
2019
Q3 		$204K Sell
12,712
-448
-3% -$7.12K 0.12% 87
2019
Q2 		$207K Hold
13,160
– – 0.12% 83
2019
Q1 		$194K Buy
13,160
+64
+0.5% +$872 0.12% 85
2018
Q4 		$152K Sell
13,096
-768
-6% -$10.5K 0.11% 94
2018
Q3 		$221K Hold
13,864
– – 0.14% 83
2018
Q2 		$193K Buy
13,864
+24
+0.2% +$331 0.13% 84
2018
Q1 		$182K Sell
13,840
-696
-5% -$9.89K 0.13% 86
2017
Q4 		$199K Sell
14,536
-800
-5% -$10.3K 0.13% 81
2017
Q3 		$185K Hold
15,336
– – 0.13% 80
2017
Q2 		$171K Sell
15,336
-4,832
-24% -$52.9K 0.13% 77
2017
Q1 		$214K Buy
20,168
+24
+0.1% +$247 0.17% 65
2016
Q4 		$192K Buy
20,144
+760
+4% +$6.87K 0.16% 66
2016
Q3 		$172K Sell
19,384
-496
-2% -$4.38K 0.14% 66
2016
Q2 		$165K Buy
19,880
+112
+0.6% +$909 0.15% 63
2016
Q1 		$158K Sell
19,768
-1,152
-6% -$8.27K 0.14% 64
2015
Q4 		$165K Buy
+20,920
New +$167K 0.16% 62

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Jackson Grant Investment Advisers's SSO Position: Q2 2022 in Review

Jackson Grant Investment Advisers sold out of ProShares Ultra S&P500 (SSO) in Q2 2022, closing a stake of 1,002 shares — an estimated $33K sold.

Jackson Grant Investment Advisers first reported a position in SSO in Q4 2015 and held it in 21 quarters. The position peaked at $221K in Q4 2019. 156 funds tracked by Wall St. Rank hold SSO as of Q2 2022.

  • Jackson Grant Investment Advisers reported no remaining ProShares Ultra S&P500 position as of Q2 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 1,002 ProShares Ultra S&P500 shares in Q2 2022, an estimated $33K.
  • Jackson Grant Investment Advisers first reported a position in ProShares Ultra S&P500 in Q4 2015 and held it in 21 quarters.
  • Jackson Grant Investment Advisers's ProShares Ultra S&P500 position peaked at $221K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2022, filed 4 Aug 2022.