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Weaver Consulting Group’s ProShares Ultra S&P500 SSO Stock Holding History

Weaver Consulting Group’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
2019
Q4 		– Sell
-1,600
Closed -$26K – 872
2019
Q3 		$26K Hold
1,600
– – 0.01% 311
2019
Q2 		$25K Hold
1,600
– – 0.01% 314
2019
Q1 		$24K Buy
+1,600
New +$21.8K 0.01% 683

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FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Weaver Consulting Group's SSO Position: Q4 2019 in Review

Weaver Consulting Group sold out of ProShares Ultra S&P500 (SSO) in Q4 2019, closing a stake of 1,600 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in SSO in Q1 2019 and held it in 3 quarters. The position peaked at $26K in Q3 2019. 142 funds tracked by Wall St. Rank hold SSO as of Q4 2019.

  • Weaver Consulting Group reported no remaining ProShares Ultra S&P500 position as of Q4 2019 after selling out during the quarter.
  • Weaver Consulting Group sold 1,600 ProShares Ultra S&P500 shares in Q4 2019, an estimated $26K.
  • Weaver Consulting Group first reported a position in ProShares Ultra S&P500 in Q1 2019 and held it in 3 quarters.
  • Weaver Consulting Group's ProShares Ultra S&P500 position peaked at $26K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2019.

Based on Weaver Consulting Group's 13F filing for Q4 2019, filed 31 Jan 2020.