JFA
SSO icon

JNBA Financial Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

JNBA Financial 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
2020
Q3 		– Sell
-4,800
Closed -$75K – 588
2020
Q2 		$75K Hold
4,800
– – 0.02% 205
2020
Q1 		$53K Hold
4,800
– – 0.01% 212
2019
Q4 		$91K Hold
4,800
– – 0.02% 190
2019
Q3 		$77K Hold
4,800
– – 0.02% 192
2019
Q2 		$76K Hold
4,800
– – 0.02% 197
2019
Q1 		$71K Hold
4,800
– – 0.02% 194
2018
Q4 		$56K Buy
+4,800
New +$65.3K 0.01% 193
2018
Q3 		– Sell
-4,800
Closed -$67K – 688
2018
Q2 		$67K Hold
4,800
– – 0.01% 202
2018
Q1 		$63K Hold
4,800
– – 0.01% 204
2017
Q4 		$66K Hold
4,800
– – 0.01% 198
2017
Q3 		$58K Hold
4,800
– – 0.01% 199
2017
Q2 		$54K Hold
4,800
– – 0.01% 199
2017
Q1 		$51K Hold
4,800
– – 0.01% 203
2016
Q4 		$46K Buy
4,800
+3,840
+400% +$34.7K 0.01% 212
2016
Q3 		$9K Sell
960
-3,840
-80% -$33.9K ﹤0.01% 1059
2016
Q2 		$40K Buy
+4,800
New +$38.9K 0.01% 222

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return