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SSO icon

Sargent Bickham Lagudis’s ProShares Ultra S&P500 SSO Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$4.44M Buy
199,754
+16
+0% +$363 0.36% 62
2022
Q3 		$3.97M Buy
199,738
+10
+0% +$247 0.35% 59
2022
Q2 		$4.48M Sell
199,728
-8,666
-4% -$232K 0.39% 54
2022
Q1 		$6.84M Buy
208,394
+2,818
+1% +$90.2K 0.53% 43
2021
Q4 		$7.52M Sell
205,576
-11,272
-5% -$386K 0.57% 39
2021
Q3 		$6.5M Sell
216,848
-18,000
-8% -$569K 0.53% 46
2021
Q2 		$7.01M Sell
234,848
-1,228
-0.5% -$34.8K 0.57% 39
2021
Q1 		$6.04M Sell
236,076
-22,468
-9% -$544K 0.53% 46
2020
Q4 		$5.9M Sell
258,544
-15,616
-6% -$321K 0.55% 45
2020
Q3 		$5.04M Sell
274,160
-3,200
-1% -$57.6K 0.51% 49
2020
Q2 		$4.34M Hold
277,360
– – 0.47% 50
2020
Q1 		$3.08M Sell
277,360
-10,080
-4% -$170K 0.4% 58
2019
Q4 		$5.42M Hold
287,440
– – 0.6% 32
2019
Q3 		$4.62M Sell
287,440
-86,464
-23% -$1.37M 0.56% 40
2019
Q2 		$5.89M Sell
373,904
-23,080
-6% -$351K 0.7% 27
2019
Q1 		$5.85M Sell
396,984
-13,552
-3% -$185K 0.68% 32
2018
Q4 		$4.76M Sell
410,536
-10,128
-2% -$138K 0.62% 36
2018
Q3 		$6.71M Hold
420,664
– – 0.79% 28
2018
Q2 		$5.85M Sell
420,664
-776
-0.2% -$10.7K 0.72% 31
2018
Q1 		$5.56M Buy
421,440
+1,472
+0.4% +$20.9K 0.69% 32
2017
Q4 		$5.75M Hold
419,968
– – 0.69% 30
2017
Q3 		$5.08M Buy
419,968
+1,712
+0.4% +$19.9K 0.63% 37
2017
Q2 		$4.68M Hold
418,256
– – 0.6% 37
2017
Q1 		$4.44M Hold
418,256
– – 0.57% 42
2016
Q4 		$3.98M Buy
418,256
+414,056
+9,858% +$3.74M 0.61% 44
2016
Q3 		$3.71K Sell
4,200
-407,544
-99% -$3.59M 0.56% 52
2016
Q2 		$3.41M Buy
411,744
+28,104
+7% +$228K 0.53% 60
2016
Q1 		$3.06M Buy
+383,640
New +$2.75M 0.49% 61

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return