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Compass Planning Associates’s ProShares Ultra S&P500 SSO Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-1,200
Closed -$58.6K – 108
2025
Q2 		$58.6K Hold
1,200
– – 0.05% 51
2025
Q1 		$49.7K Hold
1,200
– – 0.05% 60
2024
Q4 		$55.5K Buy
+1,200
New +$56.5K 0.06% 55

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Compass Planning Associates's SSO Position: Q3 2025 in Review

Compass Planning Associates sold out of ProShares Ultra S&P500 (SSO) in Q3 2025, closing a stake of 1,200 shares — an estimated $58.6K sold.

Compass Planning Associates first reported a position in SSO in Q4 2024 and held it in 3 quarters. The position peaked at $58.6K in Q2 2025. 241 funds tracked by Wall St. Rank hold SSO as of Q3 2025.

  • Compass Planning Associates reported no remaining ProShares Ultra S&P500 position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 1,200 ProShares Ultra S&P500 shares in Q3 2025, an estimated $58.6K.
  • Compass Planning Associates first reported a position in ProShares Ultra S&P500 in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's ProShares Ultra S&P500 position peaked at $58.6K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.