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SageView Advisory Group’s ProShares Ultra S&P500 SSO Stock Holding History

SageView Advisory Group’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
-61,338
Closed -$445 – 781
2023
Q4 		$445 Buy
+61,338
New +$1.76M ﹤0.01% 659

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

SageView Advisory Group's SSO Position: Q1 2024 in Review

SageView Advisory Group sold out of ProShares Ultra S&P500 (SSO) in Q1 2024, closing a stake of 61,338 shares — an estimated $445 sold.

SageView Advisory Group first reported a position in SSO in Q4 2023 and held it in 1 quarter. The position peaked at $445 in Q4 2023. 186 funds tracked by Wall St. Rank hold SSO as of Q1 2024.

  • SageView Advisory Group reported no remaining ProShares Ultra S&P500 position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 61,338 ProShares Ultra S&P500 shares in Q1 2024, an estimated $445.
  • SageView Advisory Group first reported a position in ProShares Ultra S&P500 in Q4 2023 and held it in 1 quarter.
  • SageView Advisory Group's ProShares Ultra S&P500 position peaked at $445 in Q4 2023.
  • 186 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.