BBPWM
SSO icon

Blue Bell Private Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Blue Bell Private 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
2026
Q1 		$3.73K Sell
72
-168
-70% -$9.6K ﹤0.01% 627
2025
Q4 		$13.9K Hold
240
– – ﹤0.01% 524
2025
Q3 		$13.5K Hold
240
– – ﹤0.01% 520
2025
Q2 		$11.7K Hold
240
– – ﹤0.01% 516
2025
Q1 		$9.93K Hold
240
– – ﹤0.01% 516
2024
Q4 		$11.1K Hold
240
– – ﹤0.01% 491
2024
Q3 		$10.8K Hold
240
– – ﹤0.01% 516
2024
Q2 		$9.91K Hold
240
– – ﹤0.01% 521
2024
Q1 		$9.3K Hold
240
– – ﹤0.01% 527
2023
Q4 		$7.81K Hold
240
– – ﹤0.01% 527
2023
Q3 		$6.41K Hold
240
– – ﹤0.01% 476
2023
Q2 		$6.98K Hold
240
– – ﹤0.01% 454
2023
Q1 		$6.02K Hold
240
– – ﹤0.01% 442
2022
Q4 		$5.33K Hold
240
– – ﹤0.01% 454
2022
Q3 		$5K Hold
240
– – ﹤0.01% 480
2022
Q2 		$5K Hold
240
– – ﹤0.01% 523
2022
Q1 		$8K Hold
240
– – ﹤0.01% 472
2021
Q4 		$9K Buy
+240
New +$8.21K ﹤0.01% 428

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return