OWA
SSO icon

Outlook Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Outlook Wealth Advisors’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 		– Sell
-5,784
Closed -$671K – 183
2018
Q4 		$671K Buy
+5,784
New +$78.7K 0.31% 79

Other funds holding SSO

TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Bank of New York Mellon
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TI
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

Outlook Wealth Advisors's SSO Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q1 2019, closing a stake of 5,784 shares — an estimated $671K sold.

Outlook Wealth Advisors first reported a position in SSO in Q4 2018 and held it in 1 quarter. The position peaked at $671K in Q4 2018. 134 funds tracked by Wall St. Rank hold SSO as of Q1 2019.

  • Outlook Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q1 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 5,784 ProShares Ultra S&P500 shares in Q1 2019, an estimated $671K.
  • Outlook Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q4 2018 and held it in 1 quarter.
  • Outlook Wealth Advisors's ProShares Ultra S&P500 position peaked at $671K in Q4 2018.
  • 134 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.