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

MinichMacGregor 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
Q3 		– Sell
-202,254
Closed -$5.88M – 103
2023
Q2 		$5.88M Buy
+202,254
New +$5.29M 1.84% 17
2017
Q3 		– Sell
-3,072
Closed -$34K – 515
2017
Q2 		$34K Buy
+3,072
New +$33.6K 0.03% 125
2016
Q1 		– Sell
-10,512
Closed -$88K – 482
2015
Q4 		$88K Buy
+10,512
New +$83.7K 0.08% 67

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MinichMacGregor Wealth Management's SSO Position: Q3 2023 in Review

MinichMacGregor Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q3 2023, closing a stake of 202,254 shares — an estimated $5.88M sold.

MinichMacGregor Wealth Management first reported a position in SSO in Q4 2015 and held it in 3 quarters. The position peaked at $5.88M in Q2 2023. 161 funds tracked by Wall St. Rank hold SSO as of Q3 2023.

  • MinichMacGregor Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q3 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 202,254 ProShares Ultra S&P500 shares in Q3 2023, an estimated $5.88M.
  • MinichMacGregor Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2015 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's ProShares Ultra S&P500 position peaked at $5.88M in Q2 2023.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.