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TS Financial Group (TSFG)’s ProShares Ultra S&P500 SSO Stock Holding History

TS Financial Group (TSFG)’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
-476
Closed -$20K – 841
2024
Q2 		$20K Buy
+476
New +$18.3K ﹤0.01% 379
2020
Q2 		– Sell
-3,552
Closed -$39K – 881
2020
Q1 		$39K Sell
3,552
-80
-2% -$1.35K 0.03% 224
2019
Q4 		$68K Buy
+3,632
New +$62.6K 0.05% 192
2019
Q3 		– Sell
-4,768
Closed -$75K – 827
2019
Q2 		$75K Buy
4,768
+168
+4% +$2.55K 0.06% 172
2019
Q1 		$68K Buy
+4,600
New +$62.7K 0.06% 177

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

TS Financial Group (TSFG)'s SSO Position: Q3 2024 in Review

TS Financial Group (TSFG) sold out of ProShares Ultra S&P500 (SSO) in Q3 2024, closing a stake of 476 shares — an estimated $20K sold.

TS Financial Group (TSFG) first reported a position in SSO in Q1 2019 and held it in 5 quarters. The position peaked at $75K in Q2 2019. 208 funds tracked by Wall St. Rank hold SSO as of Q3 2024.

  • TS Financial Group (TSFG) reported no remaining ProShares Ultra S&P500 position as of Q3 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 476 ProShares Ultra S&P500 shares in Q3 2024, an estimated $20K.
  • TS Financial Group (TSFG) first reported a position in ProShares Ultra S&P500 in Q1 2019 and held it in 5 quarters.
  • TS Financial Group (TSFG)'s ProShares Ultra S&P500 position peaked at $75K in Q2 2019.
  • 208 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2024, filed 15 Oct 2024.