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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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Regal Investment Advisors's SSO Position: Q4 2021 in Review

Regal Investment Advisors sold out of ProShares Ultra S&P500 (SSO) in Q4 2021, closing a stake of 17,320 shares — an estimated $519K sold.

Regal Investment Advisors first reported a position in SSO in Q2 2013 and held it in 13 quarters. The position peaked at $4.45M in Q2 2013. 198 funds tracked by Wall St. Rank hold SSO as of Q4 2021.

  • Regal Investment Advisors reported no remaining ProShares Ultra S&P500 position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 17,320 ProShares Ultra S&P500 shares in Q4 2021, an estimated $519K.
  • Regal Investment Advisors first reported a position in ProShares Ultra S&P500 in Q2 2013 and held it in 13 quarters.
  • Regal Investment Advisors's ProShares Ultra S&P500 position peaked at $4.45M in Q2 2013.
  • 198 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.