WealthOne’s ProShares Ultra S&P500 SSO Stock Holding History

WealthOne’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	–	Sell	-8,916	Closed	-$266K	–	143
2021 Q2	$266K	Buy	+8,916	New	+$252K	0.1%	107
2021 Q1	–	Sell	-10,508	Closed	-$240K	–	130
2020 Q4	$240K	Buy	+10,508	New	+$216K	0.12%	94
2020 Q1	–	Sell	-11,544	Closed	-$218K	–	99
2019 Q4	$218K	Buy	+11,544	New	+$199K	0.14%	85

Other funds holding SSO

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return