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Sugar Maple Asset Management’s ProShares Ultra S&P500 SSO Stock Holding History

Sugar Maple Asset 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
2024
Q3 		– Sell
-9,100
Closed -$376K – 72
2024
Q2 		$376K Buy
+9,100
New +$350K 0.36% 38

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DWM
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AWM
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CI
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MSG
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AssetMark Inc
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CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
AWM
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RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Sugar Maple Asset Management's SSO Position: Q3 2024 in Review

Sugar Maple Asset Management sold out of ProShares Ultra S&P500 (SSO) in Q3 2024, closing a stake of 9,100 shares — an estimated $376K sold.

Sugar Maple Asset Management first reported a position in SSO in Q2 2024 and held it in 1 quarter. The position peaked at $376K in Q2 2024. 208 funds tracked by Wall St. Rank hold SSO as of Q3 2024.

  • Sugar Maple Asset Management reported no remaining ProShares Ultra S&P500 position as of Q3 2024 after selling out during the quarter.
  • Sugar Maple Asset Management sold 9,100 ProShares Ultra S&P500 shares in Q3 2024, an estimated $376K.
  • Sugar Maple Asset Management first reported a position in ProShares Ultra S&P500 in Q2 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's ProShares Ultra S&P500 position peaked at $376K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2024.

Based on Sugar Maple Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.