Wealthspire Advisors (Maryland)’s ProShares Ultra S&P500 SSO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-13,760	Closed	-$259K	–	503
2019 Q4	$259K	Hold	13,760	–	–	0.02%	413
2019 Q3	$221K	Buy	13,760 +32	+0.2%	+$509	0.02%	413
2019 Q2	$216K	Hold	13,728	–	–	0.02%	418
2019 Q1	$202K	Buy	13,728 +64	+0.5%	+$872	0.02%	433
2018 Q4	$159K	Buy	13,664 +8	+0.1%	+$109	0.01%	456
2018 Q3	$218K	Hold	13,656	–	–	0.02%	434
2018 Q2	$190K	Buy	13,656 +24	+0.2%	+$331	0.02%	483
2018 Q1	$180K	Buy	13,632 +40	+0.3%	+$568	0.02%	511
2017 Q4	$186K	Buy	13,592 +16	+0.1%	+$207	0.02%	516
2017 Q3	$164K	Hold	13,576	–	–	0.02%	548
2017 Q2	$152K	Buy	+13,576	New	+$149K	0.02%	546

Other funds holding SSO

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BCM

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SAM

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

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

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SSO Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of ProShares Ultra S&P500 (SSO) in Q1 2020, closing a stake of 13,760 shares — an estimated $259K sold.

Wealthspire Advisors (Maryland) first reported a position in SSO in Q2 2017 and held it in 11 quarters. The position peaked at $259K in Q4 2019. 132 funds tracked by Wall St. Rank hold SSO as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining ProShares Ultra S&P500 position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 13,760 ProShares Ultra S&P500 shares in Q1 2020, an estimated $259K.
Wealthspire Advisors (Maryland) first reported a position in ProShares Ultra S&P500 in Q2 2017 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s ProShares Ultra S&P500 position peaked at $259K in Q4 2019.
132 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.