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Oxler Private Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-1,600
Closed -$31.8K – 302
2022
Q3 		$31.8K Hold
1,600
– – 0.02% 247
2022
Q2 		$35.9K Buy
+1,600
New +$42.9K 0.02% 165
2021
Q1 		– Sell
-1,600
Closed -$36K – 200
2020
Q4 		$36K Buy
+1,600
New +$32.9K 0.02% 173

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return

Oxler Private Wealth's SSO Position: Q4 2022 in Review

Oxler Private Wealth sold out of ProShares Ultra S&P500 (SSO) in Q4 2022, closing a stake of 1,600 shares — an estimated $31.8K sold.

Oxler Private Wealth first reported a position in SSO in Q4 2020 and held it in 3 quarters. The position peaked at $36K in Q4 2020. 156 funds tracked by Wall St. Rank hold SSO as of Q4 2022.

  • Oxler Private Wealth reported no remaining ProShares Ultra S&P500 position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,600 ProShares Ultra S&P500 shares in Q4 2022, an estimated $31.8K.
  • Oxler Private Wealth first reported a position in ProShares Ultra S&P500 in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's ProShares Ultra S&P500 position peaked at $36K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.