ProShares Ultra S&P500 shares owned by TruWealth Advisors
Quarter-by-quarter ownership of ProShares Ultra S&P500 (SSO) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in ProShares Ultra S&P500
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Quarterly reported holdings in ProShares Ultra S&P500 by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $403k | 4.5k | 90.17 |
| 2024-06-30 | $369k | 4.5k | 82.60 |
| 2024-03-31 | $374k | 4.8k | 77.52 |
| 2023-12-31 | $314k | 4.8k | 65.07 |
| 2023-09-30 | $277k | 5.2k | 53.38 |
| 2023-06-30 | $302k | 5.2k | 58.15 |
| 2023-03-31 | $261k | 5.2k | 50.20 |
| 2022-12-31 | $231k | 5.2k | 44.45 |
| 2022-09-30 | $206k | 5.2k | 39.69 |
| 2022-06-30 | $233k | 5.2k | 44.89 |
| 2022-03-31 | $341k | 5.2k | 65.70 |
| 2021-12-31 | $380k | 2.6k | 146.44 |
| 2021-09-30 | $353k | 2.9k | 119.82 |
| 2021-06-30 | $352k | 2.9k | 119.48 |
| 2021-03-31 | $301k | 2.9k | 102.17 |
| 2020-12-31 | $269k | 2.9k | 91.31 |