RPCONE
SSO icon

Retirement Planning Company of New England’s ProShares Ultra S&P500 SSO Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-1,972
Closed -$72K – 787
2021
Q4 		$72K Buy
+1,972
New +$67.5K 0.04% 356

Other funds holding SSO

AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Retirement Planning Company of New England's SSO Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of ProShares Ultra S&P500 (SSO) in Q1 2022, closing a stake of 1,972 shares — an estimated $72K sold.

Retirement Planning Company of New England first reported a position in SSO in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 184 funds tracked by Wall St. Rank hold SSO as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining ProShares Ultra S&P500 position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,972 ProShares Ultra S&P500 shares in Q1 2022, an estimated $72K.
  • Retirement Planning Company of New England first reported a position in ProShares Ultra S&P500 in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's ProShares Ultra S&P500 position peaked at $72K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.