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

Laidlaw 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
2023
Q1 		– Sell
-10,906
Closed -$242K – 376
2022
Q4 		$242K Buy
+10,906
New +$247K 0.05% 299

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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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

Laidlaw Wealth Management's SSO Position: Q1 2023 in Review

Laidlaw Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2023, closing a stake of 10,906 shares — an estimated $242K sold.

Laidlaw Wealth Management first reported a position in SSO in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 161 funds tracked by Wall St. Rank hold SSO as of Q1 2023.

  • Laidlaw Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q1 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,906 ProShares Ultra S&P500 shares in Q1 2023, an estimated $242K.
  • Laidlaw Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2022 and held it in 1 quarter.
  • Laidlaw Wealth Management's ProShares Ultra S&P500 position peaked at $242K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2023.

Based on Laidlaw Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.