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Jackson Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Jackson Wealth 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
2016
Q1 		– Sell
-86,104
Closed -$610K – 70
2015
Q4 		$610K Buy
+86,104
New +$686K 0.24% 65

Other funds holding SSO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jackson Wealth Management's SSO Position: Q1 2016 in Review

Jackson Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2016, closing a stake of 86,104 shares — an estimated $610K sold.

Jackson Wealth Management first reported a position in SSO in Q4 2015 and held it in 1 quarter. The position peaked at $610K in Q4 2015. 82 funds tracked by Wall St. Rank hold SSO as of Q1 2016.

  • Jackson Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q1 2016 after selling out during the quarter.
  • Jackson Wealth Management sold 86,104 ProShares Ultra S&P500 shares in Q1 2016, an estimated $610K.
  • Jackson Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2015 and held it in 1 quarter.
  • Jackson Wealth Management's ProShares Ultra S&P500 position peaked at $610K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2016.

Based on Jackson Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.