Creative Planning’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $3.06M | Sell |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.26M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $659K | Buy |
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|
2021
Q4 | $643K | Hold |
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|
2021
Q3 | $526K | Sell |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $2.11M | Buy |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $884K | Sell |
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|
2019
Q4 | $1.54M | Sell |
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|
2019
Q3 | $1.36M | Buy |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $968K | Buy |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $940K | Buy |
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|
2017
Q2 | $836K | Buy |
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|
2017
Q1 | $793K | Sell |
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|
2016
Q4 | $713K | Sell |
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|
2016
Q3 | $725K | Buy |
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|
2016
Q2 | $677K | Sell |
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|
2016
Q1 | $725K | Sell |
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|
2015
Q4 | $787K | Buy |
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|
2015
Q3 | $649K | Sell |
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|
2015
Q2 | $821K | Buy |
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|
2015
Q1 | $671K | Buy |
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|
2014
Q4 | $652K | Sell |
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|
2014
Q3 | $601K | Buy |
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|
2014
Q2 | $562K | Buy |
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|
2014
Q1 | $401K | Buy |
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|
2013
Q4 | $284K | Buy |
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|
2013
Q3 | $221K | Sell |
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|
2013
Q2 | $200K | Buy |
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