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Raymond James Financial Services Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Raymond James Financial Services 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
2024
Q1 		– Sell
-40,454
Closed -$1.32M – 3497
2023
Q4 		$1.32M Buy
+40,454
New +$1.16M ﹤0.01% 1821
2021
Q2 		– Sell
-10,316
Closed -$264K – 3374
2021
Q1 		$264K Sell
10,316
-2,824
-21% -$68.4K ﹤0.01% 2712
2020
Q4 		$300K Hold
13,140
– – ﹤0.01% 2464
2020
Q3 		$241K Sell
13,140
-1,604
-11% -$28.9K ﹤0.01% 2417
2020
Q2 		$231K Sell
14,744
-9,592
-39% -$136K ﹤0.01% 2399
2020
Q1 		$270K Buy
24,336
+11,192
+85% +$189K ﹤0.01% 1903
2019
Q4 		$248K Hold
13,144
– – ﹤0.01% 2441
2019
Q3 		$211K Sell
13,144
-4,000
-23% -$63.6K ﹤0.01% 2462
2019
Q2 		$270K Buy
+17,144
New +$261K ﹤0.01% 2330
2018
Q4 		– Sell
-17,624
Closed -$281K – 2812
2018
Q3 		$281K Buy
+17,624
New +$269K ﹤0.01% 2325

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
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 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
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Raymond James Financial Services Advisors's SSO Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of ProShares Ultra S&P500 (SSO) in Q1 2024, closing a stake of 40,454 shares — an estimated $1.32M sold.

Raymond James Financial Services Advisors first reported a position in SSO in Q3 2018 and held it in 10 quarters. The position peaked at $1.32M in Q4 2023. 186 funds tracked by Wall St. Rank hold SSO as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining ProShares Ultra S&P500 position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 40,454 ProShares Ultra S&P500 shares in Q1 2024, an estimated $1.32M.
  • Raymond James Financial Services Advisors first reported a position in ProShares Ultra S&P500 in Q3 2018 and held it in 10 quarters.
  • Raymond James Financial Services Advisors's ProShares Ultra S&P500 position peaked at $1.32M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.