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

Bernard Wealth Management’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$538K Sell
5,506
-250
-4% -$24.4K 0.25% 41
2025
Q1 		$476K Hold
5,756
– – 0.23% 42
2024
Q4 		$532K Buy
+5,756
New +$532K 0.25% 41