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Pathstone Family Office’s ProShares Ultra S&P500 SSO Stock Holding History

Pathstone Family Office’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
2023
Q3 		$3.86M Buy
+144,600
New +$4.2M 0.03% 327

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Pathstone Family Office's SSO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2023: 144,600 shares worth $3.86M. The stake represents 0.03% of the portfolio and ranks #327 among its holdings.

161 funds tracked by Wall St. Rank hold SSO as of Q3 2023.

  • Pathstone Family Office held 144,600 shares of ProShares Ultra S&P500 worth $3.86M as of Q3 2023.
  • ProShares Ultra S&P500 was a new Pathstone Family Office position in Q3 2023.
  • ProShares Ultra S&P500 made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #327 holding.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.