Trust Company of Vermont’s ProShares Ultra S&P500 SSO Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-60	Closed	-$2K	–	678
2021 Q4	$2K	Buy	+60	New	+$2.05K	﹤0.01%	779
2021 Q3	–	Sell	-60	Closed	-$2K	–	651
2021 Q2	$2K	Sell	60 -68	-53%	-$1.92K	﹤0.01%	752
2021 Q1	$3K	Buy	+128	New	+$3.1K	﹤0.01%	709
2018 Q4	–	Sell	-2,920	Closed	-$47K	–	1031
2018 Q3	$47K	Sell	2,920 -3,080	-51%	-$47K	﹤0.01%	526
2018 Q2	$83K	Hold	6,000	–	–	0.01%	440
2018 Q1	$79K	Buy	+6,000	New	+$85.3K	0.01%	420

Other funds holding SSO

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Trust Company of Vermont's SSO Position: Q1 2022 in Review

Trust Company of Vermont sold out of ProShares Ultra S&P500 (SSO) in Q1 2022, closing a stake of 60 shares — an estimated $2K sold.

Trust Company of Vermont first reported a position in SSO in Q1 2018 and held it in 6 quarters. The position peaked at $83K in Q2 2018. 184 funds tracked by Wall St. Rank hold SSO as of Q1 2022.

Trust Company of Vermont reported no remaining ProShares Ultra S&P500 position as of Q1 2022 after selling out during the quarter.
Trust Company of Vermont sold 60 ProShares Ultra S&P500 shares in Q1 2022, an estimated $2K.
Trust Company of Vermont first reported a position in ProShares Ultra S&P500 in Q1 2018 and held it in 6 quarters.
Trust Company of Vermont's ProShares Ultra S&P500 position peaked at $83K in Q2 2018.
184 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2022.

Based on Trust Company of Vermont's 13F filing for Q1 2022, filed 5 Apr 2022.