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Peloton Wealth Strategists’s ProShares Ultra S&P500 SSO Stock Holding History

Peloton Wealth Strategists’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
Q2 		– Sell
-5,210
Closed -$202K – 94
2024
Q1 		$202K Buy
+5,210
New +$184K 0.08% 91

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Peloton Wealth Strategists's SSO Position: Q2 2024 in Review

Peloton Wealth Strategists sold out of ProShares Ultra S&P500 (SSO) in Q2 2024, closing a stake of 5,210 shares — an estimated $202K sold.

Peloton Wealth Strategists first reported a position in SSO in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 202 funds tracked by Wall St. Rank hold SSO as of Q2 2024.

  • Peloton Wealth Strategists reported no remaining ProShares Ultra S&P500 position as of Q2 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 5,210 ProShares Ultra S&P500 shares in Q2 2024, an estimated $202K.
  • Peloton Wealth Strategists first reported a position in ProShares Ultra S&P500 in Q1 2024 and held it in 1 quarter.
  • Peloton Wealth Strategists's ProShares Ultra S&P500 position peaked at $202K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2024.

Based on Peloton Wealth Strategists's 13F filing for Q2 2024, filed 15 Aug 2024.