Newbridge Financial Services Group’s ProShares Ultra S&P500 SSO Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Sell	-210	Closed	-$6.83K	–	1287
2023 Q4	$6.83K	Hold	210	–	–	﹤0.01%	808
2023 Q3	$5.61K	Hold	210	–	–	﹤0.01%	929
2023 Q2	$6.11K	Hold	210	–	–	﹤0.01%	976
2023 Q1	$5.27K	Sell	210 -520	-71%	-$12.5K	﹤0.01%	1054
2022 Q4	$16.2K	Hold	730	–	–	0.01%	795
2022 Q3	$14K	Buy	730 +210	+40%	+$5.19K	0.01%	800
2022 Q2	$12K	Sell	520 -206	-28%	-$5.52K	0.01%	821
2022 Q1	$24K	Buy	726 +206	+40%	+$6.59K	0.01%	678
2021 Q4	$19K	Hold	520	–	–	0.01%	752
2021 Q3	$16K	Hold	520	–	–	0.01%	733
2021 Q2	$16K	Hold	520	–	–	0.01%	848
2021 Q1	$13K	Buy	+520	New	+$12.6K	0.01%	828

Other funds holding SSO

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

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

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

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

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

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return