VDFA
SSO icon

Vickerman & Driscoll Financial Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Vickerman & Driscoll Financial 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
2018
Q1 		– Sell
-1,488
Closed -$20K – 120
2017
Q4 		$20K Buy
+1,488
New +$19.2K 0.02% 91

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's SSO Position: Q1 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of ProShares Ultra S&P500 (SSO) in Q1 2018, closing a stake of 1,488 shares — an estimated $20K sold.

Vickerman & Driscoll Financial Advisors first reported a position in SSO in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 111 funds tracked by Wall St. Rank hold SSO as of Q1 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining ProShares Ultra S&P500 position as of Q1 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 1,488 ProShares Ultra S&P500 shares in Q1 2018, an estimated $20K.
  • Vickerman & Driscoll Financial Advisors first reported a position in ProShares Ultra S&P500 in Q4 2017 and held it in 1 quarter.
  • Vickerman & Driscoll Financial Advisors's ProShares Ultra S&P500 position peaked at $20K in Q4 2017.
  • 111 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2018, filed 13 Nov 2018.