Regal Investment Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Regal Investment 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
2021 Q4	–	Sell	-17,320	Closed	-$519K	–	557
2021 Q3	$519K	Hold	17,320	–	–	0.05%	326
2021 Q2	$517K	Buy	+17,320	New	+$490K	0.05%	322
2021 Q1	–	Sell	-17,552	Closed	-$401K	–	370
2020 Q4	$401K	Buy	+17,552	New	+$361K	0.05%	316
2020 Q3	–	Sell	-17,904	Closed	-$280K	–	249
2020 Q2	$280K	Buy	+17,904	New	+$253K	0.05%	255
2020 Q1	–	Sell	-13,072	Closed	-$246K	–	272
2019 Q4	$246K	Hold	13,072	–	–	0.04%	293
2019 Q3	$210K	Buy	+13,072	New	+$208K	0.04%	293
2015 Q1	–	Sell	-32	Closed	–	–	1034
2014 Q4	$0	Sell	32 -5,648	-99%	-$43.2K	﹤0.01%	992
2014 Q3	$42K	Buy	5,680 +80	+1%	+$590	0.01%	437
2014 Q2	$41K	Hold	5,600	–	–	0.01%	414
2014 Q1	$37K	Hold	5,600	–	–	0.02%	402
2013 Q4	$36K	Hold	5,600	–	–	0.02%	344
2013 Q3	$30K	Sell	5,600 -920,592	-99%	-$4.82M	0.02%	396
2013 Q2	$4.45M	Buy	+926,192	New	+$4.47M	2.45%	2

Other funds holding SSO

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return