NEXT Financial Holdings’s ProShares Ultra S&P500 SSO Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$457K	Buy	+31,024	New	+$423K	0.12%	134

Other funds holding SSO

TCM

Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

NEXT Financial Holdings's SSO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in ProShares Ultra S&P500 (SSO) in Q1 2019: 31,024 shares worth $457K. The stake represents 0.12% of the portfolio and ranks #134 among its holdings.

134 funds tracked by Wall St. Rank hold SSO as of Q1 2019.

NEXT Financial Holdings held 31,024 shares of ProShares Ultra S&P500 worth $457K as of Q1 2019.
ProShares Ultra S&P500 was a new NEXT Financial Holdings position in Q1 2019.
ProShares Ultra S&P500 made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #134 holding.
134 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.