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Knowledge Leaders Capital’s ProShares Ultra S&P500 SSO Stock Holding History

Knowledge Leaders Capital’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
Q3 		– Sell
-182,304
Closed -$5.3M – 106
2023
Q2 		$5.3M Buy
+182,304
New +$4.77M 6.09% 1

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Knowledge Leaders Capital's SSO Position: Q3 2023 in Review

Knowledge Leaders Capital sold out of ProShares Ultra S&P500 (SSO) in Q3 2023, closing a stake of 182,304 shares — an estimated $5.3M sold.

Knowledge Leaders Capital first reported a position in SSO in Q2 2023 and held it in 1 quarter. The position peaked at $5.3M in Q2 2023. 161 funds tracked by Wall St. Rank hold SSO as of Q3 2023.

  • Knowledge Leaders Capital reported no remaining ProShares Ultra S&P500 position as of Q3 2023 after selling out during the quarter.
  • Knowledge Leaders Capital sold 182,304 ProShares Ultra S&P500 shares in Q3 2023, an estimated $5.3M.
  • Knowledge Leaders Capital first reported a position in ProShares Ultra S&P500 in Q2 2023 and held it in 1 quarter.
  • Knowledge Leaders Capital's ProShares Ultra S&P500 position peaked at $5.3M in Q2 2023.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2023.

Based on Knowledge Leaders Capital's 13F filing for Q3 2023, filed 7 Nov 2023.