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WR Wealth Planners’s ProShares Ultra S&P500 SSO Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-98
Closed -$3.81K – 1213
2024
Q1 		$3.81K Buy
+98
New +$3.47K ﹤0.01% 773
2023
Q4 		– Sell
-98
Closed -$2.62K – 770
2023
Q3 		$2.62K Hold
98
– – ﹤0.01% 746
2023
Q2 		$2.85K Buy
+98
New +$2.56K ﹤0.01% 740

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WR Wealth Planners's SSO Position: Q2 2024 in Review

WR Wealth Planners sold out of ProShares Ultra S&P500 (SSO) in Q2 2024, closing a stake of 98 shares — an estimated $3.81K sold.

WR Wealth Planners first reported a position in SSO in Q2 2023 and held it in 3 quarters. The position peaked at $3.81K in Q1 2024. 202 funds tracked by Wall St. Rank hold SSO as of Q2 2024.

  • WR Wealth Planners reported no remaining ProShares Ultra S&P500 position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 98 ProShares Ultra S&P500 shares in Q2 2024, an estimated $3.81K.
  • WR Wealth Planners first reported a position in ProShares Ultra S&P500 in Q2 2023 and held it in 3 quarters.
  • WR Wealth Planners's ProShares Ultra S&P500 position peaked at $3.81K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.