Creative Financial Designs’s ProShares Ultra S&P500 SSO Stock Holding History

Creative Financial Designs’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	–	Sell	-246	Closed	-$14.2K	–	2222
2025 Q4	$14.2K	Buy	+246	New	+$14.1K	﹤0.01%	1254
2018 Q1	–	Sell	-400	Closed	-$5K	–	749
2017 Q4	$5K	Hold	400	–	–	﹤0.01%	505
2017 Q3	$5K	Buy	+400	New	+$4.64K	﹤0.01%	515
2017 Q2	–	Sell	-27,032	Closed	-$287K	–	834
2017 Q1	$287K	Buy	27,032 +3,168	+13%	+$32.5K	0.21%	109
2016 Q4	$227K	Buy	+23,864	New	+$216K	0.19%	108

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 $1.16B AUM 28.78% 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 $749M AUM 40.13% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Creative Financial Designs's SSO Position: Q1 2026 in Review

Creative Financial Designs sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 246 shares — an estimated $14.2K sold.

Creative Financial Designs first reported a position in SSO in Q4 2016 and held it in 5 quarters. The position peaked at $287K in Q1 2017. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

Creative Financial Designs reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
Creative Financial Designs sold 246 ProShares Ultra S&P500 shares in Q1 2026, an estimated $14.2K.
Creative Financial Designs first reported a position in ProShares Ultra S&P500 in Q4 2016 and held it in 5 quarters.
Creative Financial Designs's ProShares Ultra S&P500 position peaked at $287K in Q1 2017.
214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.