XF
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XML Financial’s ProShares Ultra S&P500 SSO Stock Holding History

XML Financial’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
Q1 		– Sell
-10,912
Closed -$206K – 194
2019
Q4 		$206K Buy
+10,912
New +$188K 0.07% 167

Other funds holding SSO

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

XML Financial's SSO Position: Q1 2020 in Review

XML Financial sold out of ProShares Ultra S&P500 (SSO) in Q1 2020, closing a stake of 10,912 shares — an estimated $206K sold.

XML Financial first reported a position in SSO in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 132 funds tracked by Wall St. Rank hold SSO as of Q1 2020.

  • XML Financial reported no remaining ProShares Ultra S&P500 position as of Q1 2020 after selling out during the quarter.
  • XML Financial sold 10,912 ProShares Ultra S&P500 shares in Q1 2020, an estimated $206K.
  • XML Financial first reported a position in ProShares Ultra S&P500 in Q4 2019 and held it in 1 quarter.
  • XML Financial's ProShares Ultra S&P500 position peaked at $206K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.