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Whitener Capital Management’s ProShares Ultra S&P500 SSO Stock Holding History

Whitener Capital Management’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
2022
Q2 		– Sell
-6,454
Closed -$211K – 145
2022
Q1 		$211K Sell
6,454
-350
-5% -$11.2K 0.08% 136
2021
Q4 		$248K Buy
+6,804
New +$233K 0.09% 129
2021
Q3 		– Sell
-6,724
Closed -$200K – 138
2021
Q2 		$200K Buy
+6,724
New +$190K 0.08% 136
2020
Q1 		– Sell
-16,152
Closed -$304K – 136
2019
Q4 		$304K Buy
16,152
+680
+4% +$11.7K 0.16% 105
2019
Q3 		$248K Buy
15,472
+160
+1% +$2.54K 0.14% 113
2019
Q2 		$241K Sell
15,312
-888
-5% -$13.5K 0.14% 115
2019
Q1 		$238K Sell
16,200
-4,144
-20% -$56.5K 0.16% 104
2018
Q4 		$236K Sell
20,344
-4,904
-19% -$66.8K 0.17% 106
2018
Q3 		$402K Buy
25,248
+880
+4% +$13.4K 0.26% 89
2018
Q2 		$338K Sell
24,368
-1,960
-7% -$27K 0.27% 93
2018
Q1 		$347K Sell
26,328
-8,200
-24% -$117K 0.27% 85
2017
Q4 		$472K Buy
+34,528
New +$447K 0.41% 69

Other funds holding SSO

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RF
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return