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Prospera Financial Services’s ProShares Ultra S&P500 SSO Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-400
Closed -$9K – 1491
2022
Q2 		$9K Hold
400
– – ﹤0.01% 1370
2022
Q1 		$13K Buy
+400
New +$12.8K ﹤0.01% 1930
2020
Q4 		– Sell
-356
Closed -$7K – 1452
2020
Q3 		$7K Buy
+356
New +$6.41K ﹤0.01% 1219
2015
Q4 		– Sell
-195,880
Closed -$1.36M – 322
2015
Q3 		$1.36M Buy
+195,880
New +$1.53M 0.34% 42
2015
Q1 		– Sell
-375,104
Closed -$3.01M – 351
2014
Q4 		$3.01M Buy
375,104
+109,504
+41% +$837K 0.75% 25
2014
Q3 		$1.95M Sell
265,600
-68,368
-20% -$504K 0.53% 34
2014
Q2 		$2.42M Sell
333,968
-219,888
-40% -$1.49M 0.65% 33
2014
Q1 		$3.65M Buy
553,856
+24,544
+5% +$155K 1.15% 14
2013
Q4 		$3.39M Buy
+529,312
New +$3.1M 1.14% 19

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 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
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

Prospera Financial Services's SSO Position: Q3 2022 in Review

Prospera Financial Services sold out of ProShares Ultra S&P500 (SSO) in Q3 2022, closing a stake of 400 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in SSO in Q4 2013 and held it in 9 quarters. The position peaked at $3.65M in Q1 2014. 143 funds tracked by Wall St. Rank hold SSO as of Q3 2022.

  • Prospera Financial Services reported no remaining ProShares Ultra S&P500 position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 400 ProShares Ultra S&P500 shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in ProShares Ultra S&P500 in Q4 2013 and held it in 9 quarters.
  • Prospera Financial Services's ProShares Ultra S&P500 position peaked at $3.65M in Q1 2014.
  • 143 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.