WAS
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WESPAC Advisors SoCal’s ProShares Ultra S&P500 SSO Stock Holding History

WESPAC Advisors SoCal’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
-2,400
Closed -$32K – 297
2017
Q4 		$32K Sell
2,400
-1,000
-29% -$12.9K 0.02% 130
2017
Q3 		$41K Hold
3,400
– – 0.02% 132
2017
Q2 		$38K Hold
3,400
– – 0.02% 126
2017
Q1 		$36.1K Hold
3,400
– – 0.02% 126
2016
Q4 		$32.4K Hold
3,400
– – 0.02% 129
2016
Q3 		$30.2K Sell
3,400
-8,400
-71% -$74.1K 0.02% 128
2016
Q2 		$97.7K Buy
11,800
+6,000
+103% +$48.7K 0.06% 96
2016
Q1 		$46.3K Hold
5,800
– – 0.03% 118
2015
Q4 		$45K Buy
+5,800
New +$46.2K 0.03% 129

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