Lenox Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-1,328	Closed	-$49K	–	972
2021 Q4	$49K	Buy	+1,328	New	+$45.4K	0.01%	260
2015 Q3	–	Sell	-11,376	Closed	-$92K	–	406
2015 Q2	$92K	Hold	11,376	–	–	0.04%	47
2015 Q1	$92K	Hold	11,376	–	–	0.04%	49
2014 Q4	$91K	Hold	11,376	–	–	0.04%	53
2014 Q3	$84K	Hold	11,376	–	–	0.04%	54
2014 Q2	$83K	Hold	11,376	–	–	0.04%	45
2014 Q1	$76K	Hold	11,376	–	–	0.04%	45
2013 Q4	$73K	Hold	11,376	–	–	0.05%	53
2013 Q3	$60K	Hold	11,376	–	–	0.06%	32
2013 Q2	$55K	Buy	+11,376	New	+$54.8K	0.06%	33

Other funds holding SSO

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

SAM

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

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

Lenox Wealth Advisors's SSO Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q1 2022, closing a stake of 1,328 shares — an estimated $49K sold.

Lenox Wealth Advisors first reported a position in SSO in Q2 2013 and held it in 10 quarters. The position peaked at $92K in Q2 2015. 184 funds tracked by Wall St. Rank hold SSO as of Q1 2022.

Lenox Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 1,328 ProShares Ultra S&P500 shares in Q1 2022, an estimated $49K.
Lenox Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q2 2013 and held it in 10 quarters.
Lenox Wealth Advisors's ProShares Ultra S&P500 position peaked at $92K in Q2 2015.
184 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.