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Syverson Strege & Co’s ProShares Ultra S&P500 SSO Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-312
Closed -$10K – 344
2022
Q1 		$10K Buy
+312
New +$9.99K 0.01% 199

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Syverson Strege & Co's SSO Position: Q2 2022 in Review

Syverson Strege & Co sold out of ProShares Ultra S&P500 (SSO) in Q2 2022, closing a stake of 312 shares — an estimated $10K sold.

Syverson Strege & Co first reported a position in SSO in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 156 funds tracked by Wall St. Rank hold SSO as of Q2 2022.

  • Syverson Strege & Co reported no remaining ProShares Ultra S&P500 position as of Q2 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 312 ProShares Ultra S&P500 shares in Q2 2022, an estimated $10K.
  • Syverson Strege & Co first reported a position in ProShares Ultra S&P500 in Q1 2022 and held it in 1 quarter.
  • Syverson Strege & Co's ProShares Ultra S&P500 position peaked at $10K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2022.

Based on Syverson Strege & Co's 13F filing for Q2 2022, filed 11 Aug 2022.