TWM
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Tradition Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Tradition 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
2024
Q1 		– Sell
-200
Closed -$7K – 1076
2023
Q4 		$7K Hold
200
– – ﹤0.01% 1081
2023
Q3 		$5K Hold
200
– – ﹤0.01% 1196
2023
Q2 		$6K Hold
200
– – ﹤0.01% 1172
2023
Q1 		$5K Hold
200
– – ﹤0.01% 1160
2022
Q4 		$4K Hold
200
– – ﹤0.01% 1094
2022
Q3 		$4K Sell
200
-600
-75% -$14.8K ﹤0.01% 1119
2022
Q2 		$18K Buy
800
+600
+300% +$16.1K ﹤0.01% 671
2022
Q1 		$7K Sell
200
-800
-80% -$25.6K ﹤0.01% 983
2021
Q4 		$37K Buy
1,000
+800
+400% +$27.4K ﹤0.01% 603
2021
Q3 		$6K Hold
200
– – ﹤0.01% 1011
2021
Q2 		$6K Buy
+200
New +$5.66K ﹤0.01% 1051
2021
Q1 		– Sell
-200
Closed -$5K – 1002
2020
Q4 		$5K Buy
+200
New +$4.11K ﹤0.01% 850

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

Tradition Wealth Management's SSO Position: Q1 2024 in Review

Tradition Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2024, closing a stake of 200 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in SSO in Q4 2020 and held it in 12 quarters. The position peaked at $37K in Q4 2021. 186 funds tracked by Wall St. Rank hold SSO as of Q1 2024.

  • Tradition Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 200 ProShares Ultra S&P500 shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's ProShares Ultra S&P500 position peaked at $37K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.