CCWM
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Cassaday & Co Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Cassaday & Co 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 		$587K Hold
11,314
– – 0.01% 195
2025
Q4 		$655K Sell
11,314
-3,000
-21% -$172K 0.01% 191
2025
Q3 		$803K Hold
14,314
– – 0.02% 158
2025
Q2 		$699K Hold
14,314
– – 0.02% 172
2025
Q1 		$592K Buy
14,314
+6,200
+76% +$286K 0.02% 174
2024
Q4 		$375K Hold
8,114
– – 0.01% 220
2024
Q3 		$366K Sell
8,114
-600
-7% -$25.3K 0.01% 212
2024
Q2 		$360K Buy
8,714
+600
+7% +$23.1K 0.01% 209
2024
Q1 		$314K Hold
8,114
– – 0.01% 219
2023
Q4 		$264K Hold
8,114
– – 0.01% 227
2023
Q3 		$217K Hold
8,114
– – 0.01% 239
2023
Q2 		$236K Buy
+8,114
New +$212K 0.01% 230

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 $3.31B AUM 38.78% 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 $9.96B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return