WQ
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Wealth Quarterback’s ProShares Ultra S&P500 SSO Stock Holding History

Wealth Quarterback’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
Q3 		$43K Sell
1,432
-1,888
-57% -$59.7K 0.03% 262
2021
Q2 		$100K Buy
+3,320
New +$94K 0.06% 168

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Quarterback's SSO Position: Q3 2021 in Review

Wealth Quarterback reduced its ProShares Ultra S&P500 (SSO) stake by 57% in Q3 2021, selling an estimated $59.7K and leaving 1,432 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #262.

Wealth Quarterback first reported a position in SSO in Q2 2021 and has held it in 2 quarters since. The position peaked at $100K in Q2 2021. 173 funds tracked by Wall St. Rank hold SSO as of Q3 2021.

  • Wealth Quarterback held 1,432 shares of ProShares Ultra S&P500 worth $43K as of Q3 2021.
  • Wealth Quarterback sold 1,888 ProShares Ultra S&P500 shares in Q3 2021, an estimated $59.7K.
  • ProShares Ultra S&P500 made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #262 holding.
  • Wealth Quarterback first reported a position in ProShares Ultra S&P500 in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's ProShares Ultra S&P500 position peaked at $100K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.