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

Lee Financial’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
2019 Q1	–	Sell	-400	Closed	-$5K	–	545
2018 Q4	$5K	Buy	+400	New	+$5.45K	﹤0.01%	371

Other funds holding SSO

TCM

Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Lee Financial's SSO Position: Q1 2019 in Review

Lee Financial sold out of ProShares Ultra S&P500 (SSO) in Q1 2019, closing a stake of 400 shares — an estimated $5K sold.

Lee Financial first reported a position in SSO in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 134 funds tracked by Wall St. Rank hold SSO as of Q1 2019.

Lee Financial reported no remaining ProShares Ultra S&P500 position as of Q1 2019 after selling out during the quarter.
Lee Financial sold 400 ProShares Ultra S&P500 shares in Q1 2019, an estimated $5K.
Lee Financial first reported a position in ProShares Ultra S&P500 in Q4 2018 and held it in 1 quarter.
Lee Financial's ProShares Ultra S&P500 position peaked at $5K in Q4 2018.
134 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.