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

Lindbrook 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
2024
Q4 		– Sell
-300
Closed -$13.5K – 2901
2024
Q3 		$13.5K Buy
+300
New +$12.7K ﹤0.01% 1515
2019
Q1 		– Sell
-9,248
Closed -$107K – 1499
2018
Q4 		$107K Buy
+9,248
New +$126K 0.05% 188

Other funds holding SSO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Lindbrook Capital's SSO Position: Q4 2024 in Review

Lindbrook Capital sold out of ProShares Ultra S&P500 (SSO) in Q4 2024, closing a stake of 300 shares — an estimated $13.5K sold.

Lindbrook Capital first reported a position in SSO in Q4 2018 and held it in 2 quarters. The position peaked at $107K in Q4 2018. 238 funds tracked by Wall St. Rank hold SSO as of Q4 2024.

  • Lindbrook Capital reported no remaining ProShares Ultra S&P500 position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 300 ProShares Ultra S&P500 shares in Q4 2024, an estimated $13.5K.
  • Lindbrook Capital first reported a position in ProShares Ultra S&P500 in Q4 2018 and held it in 2 quarters.
  • Lindbrook Capital's ProShares Ultra S&P500 position peaked at $107K in Q4 2018.
  • 238 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.