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TCI Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

TCI Wealth 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
2021
Q4 		– Sell
-356
Closed -$11K – 2511
2021
Q3 		$11K Buy
+356
New +$11.3K ﹤0.01% 1060

Other funds holding SSO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TCI Wealth Advisors's SSO Position: Q4 2021 in Review

TCI Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q4 2021, closing a stake of 356 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in SSO in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 198 funds tracked by Wall St. Rank hold SSO as of Q4 2021.

  • TCI Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 356 ProShares Ultra S&P500 shares in Q4 2021, an estimated $11K.
  • TCI Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q3 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's ProShares Ultra S&P500 position peaked at $11K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.