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Sandy Cove Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Sandy Cove 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
2023
Q3 		– Sell
-10,320
Closed -$300K – 123
2023
Q2 		$300K Buy
+10,320
New +$270K 0.17% 94

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RAM
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TI
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Osaic Holdings
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BCM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Sandy Cove Advisors's SSO Position: Q3 2023 in Review

Sandy Cove Advisors sold out of ProShares Ultra S&P500 (SSO) in Q3 2023, closing a stake of 10,320 shares — an estimated $300K sold.

Sandy Cove Advisors first reported a position in SSO in Q2 2023 and held it in 1 quarter. The position peaked at $300K in Q2 2023. 161 funds tracked by Wall St. Rank hold SSO as of Q3 2023.

  • Sandy Cove Advisors reported no remaining ProShares Ultra S&P500 position as of Q3 2023 after selling out during the quarter.
  • Sandy Cove Advisors sold 10,320 ProShares Ultra S&P500 shares in Q3 2023, an estimated $300K.
  • Sandy Cove Advisors first reported a position in ProShares Ultra S&P500 in Q2 2023 and held it in 1 quarter.
  • Sandy Cove Advisors's ProShares Ultra S&P500 position peaked at $300K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2023.

Based on Sandy Cove Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.