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Navellier & Associates’s ProShares Ultra S&P500 SSO Stock Holding History

Navellier & Associates’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
2020
Q3 		– Sell
-31,744
Closed -$496K – 259
2020
Q2 		$496K Buy
+31,744
New +$449K 0.12% 136
2013
Q4 		– Sell
-38,528
Closed -$204K – 338
2013
Q3 		$204K Buy
+38,528
New +$202K 0.01% 273

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Navellier & Associates's SSO Position: Q3 2020 in Review

Navellier & Associates sold out of ProShares Ultra S&P500 (SSO) in Q3 2020, closing a stake of 31,744 shares — an estimated $496K sold.

Navellier & Associates first reported a position in SSO in Q3 2013 and held it in 2 quarters. The position peaked at $496K in Q2 2020. 115 funds tracked by Wall St. Rank hold SSO as of Q3 2020.

  • Navellier & Associates reported no remaining ProShares Ultra S&P500 position as of Q3 2020 after selling out during the quarter.
  • Navellier & Associates sold 31,744 ProShares Ultra S&P500 shares in Q3 2020, an estimated $496K.
  • Navellier & Associates first reported a position in ProShares Ultra S&P500 in Q3 2013 and held it in 2 quarters.
  • Navellier & Associates's ProShares Ultra S&P500 position peaked at $496K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2020.

Based on Navellier & Associates's 13F filing for Q3 2020, filed 9 Nov 2020.