SPWM
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Spartan Planning & Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		$11.6K Buy
+358
New +$10.3K 0.01% 168
2022
Q2 		– Sell
-230
Closed -$8K – 148
2022
Q1 		$8K Buy
+230
New +$7.36K 0.01% 114

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Spartan Planning & Wealth Management's SSO Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in ProShares Ultra S&P500 (SSO) in Q4 2023: 358 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in SSO as recently as Q1 2022.

Spartan Planning & Wealth Management first reported a position in SSO in Q1 2022 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold SSO as of Q4 2023.

  • Spartan Planning & Wealth Management held 358 shares of ProShares Ultra S&P500 worth $11.6K as of Q4 2023.
  • ProShares Ultra S&P500 was a new Spartan Planning & Wealth Management position in Q4 2023.
  • ProShares Ultra S&P500 made up 0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #168 holding.
  • Spartan Planning & Wealth Management first reported a position in ProShares Ultra S&P500 in Q1 2022 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.