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Windsor Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Windsor Wealth 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
2020
Q2 		– Sell
-41,352
Closed -$460K – 194
2020
Q1 		$460K Buy
41,352
+22,312
+117% +$377K 0.19% 118
2019
Q4 		$359K Buy
19,040
+3,824
+25% +$65.9K 0.13% 145
2019
Q3 		$230K Hold
15,216
– – 0.1% 166
2019
Q2 		$244K Buy
+15,216
New +$231K 0.11% 158

Other funds holding SSO

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Windsor Wealth Management's SSO Position: Q2 2020 in Review

Windsor Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q2 2020, closing a stake of 41,352 shares — an estimated $460K sold.

Windsor Wealth Management first reported a position in SSO in Q2 2019 and held it in 4 quarters. The position peaked at $460K in Q1 2020. 124 funds tracked by Wall St. Rank hold SSO as of Q2 2020.

  • Windsor Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q2 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 41,352 ProShares Ultra S&P500 shares in Q2 2020, an estimated $460K.
  • Windsor Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2019 and held it in 4 quarters.
  • Windsor Wealth Management's ProShares Ultra S&P500 position peaked at $460K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2020.

Based on Windsor Wealth Management's 13F filing for Q2 2020, filed 6 Jul 2020.