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Kohmann Bosshard Financial Services’s ProShares Ultra S&P500 SSO Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-10,000
Closed -$222K – 171
2022
Q4 		$222K Buy
+10,000
New +$227K 0.04% 139

Other funds holding SSO

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 $6.28B AUM 24.26% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Kohmann Bosshard Financial Services's SSO Position: Q1 2023 in Review

Kohmann Bosshard Financial Services sold out of ProShares Ultra S&P500 (SSO) in Q1 2023, closing a stake of 10,000 shares — an estimated $222K sold.

Kohmann Bosshard Financial Services first reported a position in SSO in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 161 funds tracked by Wall St. Rank hold SSO as of Q1 2023.

  • Kohmann Bosshard Financial Services reported no remaining ProShares Ultra S&P500 position as of Q1 2023 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 10,000 ProShares Ultra S&P500 shares in Q1 2023, an estimated $222K.
  • Kohmann Bosshard Financial Services first reported a position in ProShares Ultra S&P500 in Q4 2022 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's ProShares Ultra S&P500 position peaked at $222K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2023.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2023, filed 28 Apr 2023.