Crowley Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Crowley 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
2025 Q4	–	Sell	-100,528	Closed	-$5.64M	–	304
2025 Q3	$5.64M	Buy	100,528 +3,030	+3%	+$158K	4.48%	6
2025 Q2	$4.76M	Sell	97,498 -12	-0%	-$507	4.34%	7
2025 Q1	$4.04M	Hold	97,510	–	–	3.85%	7
2024 Q4	$4.51M	Buy	+97,510	New	+$4.59M	3.98%	6

Other funds holding SSO

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

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

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

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return