Blueprint Investment Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Blueprint Investment Partners’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
2025 Q2	–	Sell	-22,762	Closed	-$942K	–	104
2025 Q1	$942K	Sell	22,762 -35,046	-61%	-$1.62M	0.17%	71
2024 Q4	$2.67M	Buy	57,808 +30,186	+109%	+$1.42M	0.42%	44
2024 Q3	$1.25M	Buy	+27,622	New	+$1.16M	0.23%	60
2023 Q3	–	Sell	-19,860	Closed	-$577K	–	148
2023 Q2	$577K	Buy	+19,860	New	+$520K	0.21%	77

Other funds holding SSO

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

SCM

Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Blueprint Investment Partners's SSO Position: Q2 2025 in Review

Blueprint Investment Partners sold out of ProShares Ultra S&P500 (SSO) in Q2 2025, closing a stake of 22,762 shares — an estimated $942K sold.

Blueprint Investment Partners first reported a position in SSO in Q2 2023 and held it in 4 quarters. The position peaked at $2.67M in Q4 2024. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

Blueprint Investment Partners reported no remaining ProShares Ultra S&P500 position as of Q2 2025 after selling out during the quarter.
Blueprint Investment Partners sold 22,762 ProShares Ultra S&P500 shares in Q2 2025, an estimated $942K.
Blueprint Investment Partners first reported a position in ProShares Ultra S&P500 in Q2 2023 and held it in 4 quarters.
Blueprint Investment Partners's ProShares Ultra S&P500 position peaked at $2.67M in Q4 2024.
228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on Blueprint Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.