D. Scott Neal’s ProShares Ultra S&P500 SSO Stock Holding History

D. Scott Neal’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	$2.54M	Hold	45,376	–	–	1.18%	17
2025 Q2	$2.22M	Hold	45,376	–	–	1.11%	16
2025 Q1	$1.88M	Hold	45,376	–	–	1.04%	15
2024 Q4	$2.1M	Sell	45,376 -400	-0.9%	-$18.8K	1.15%	17
2024 Q3	$2.07M	Hold	45,776	–	–	1.09%	17
2024 Q2	$1.89M	Sell	45,776 -32	-0.1%	-$1.23K	1.05%	22
2024 Q1	$1.78M	Hold	45,808	–	–	1.16%	19
2023 Q4	$1.49M	Hold	45,808	–	–	1.33%	16
2023 Q3	$1.22M	Hold	45,808	–	–	1.05%	19
2023 Q2	$1.33M	Sell	45,808 -2,400	-5%	-$62.8K	1%	22
2023 Q1	$1.21M	Hold	48,208	–	–	0.68%	22
2022 Q4	$1.07M	Hold	48,208	–	–	0.52%	22
2022 Q3	$957K	Sell	48,208 -104	-0.2%	-$2.57K	0.4%	23
2022 Q2	$1.08M	Hold	48,312	–	–	0.45%	20
2022 Q1	$1.58M	Sell	48,312 -40	-0.1%	-$1.28K	0.63%	20
2021 Q4	$1.77M	Hold	48,352	–	–	0.67%	18
2021 Q3	$1.45M	Hold	48,352	–	–	0.61%	19
2021 Q2	$1.44M	Sell	48,352 -640	-1%	-$18.1K	0.65%	18
2021 Q1	$1.25M	Buy	48,992 +6,240	+15%	+$151K	0.56%	18
2020 Q4	$976K	Hold	42,752	–	–	0.48%	17
2020 Q3	$785K	Hold	42,752	–	–	0.44%	16
2020 Q2	$668K	Sell	42,752 -20,400	-32%	-$289K	0.42%	16
2020 Q1	$702K	Buy	63,152 +544	+0.9%	+$9.19K	0.42%	12
2019 Q4	$1.18M	Hold	62,608	–	–	0.57%	21
2019 Q3	$1M	Hold	62,608	–	–	0.52%	19
2019 Q2	$986K	Sell	62,608 -5,920	-9%	-$90K	0.54%	16
2019 Q1	$1.01M	Hold	68,528	–	–	0.53%	13
2018 Q4	$795K	Hold	68,528	–	–	0.43%	13
2018 Q3	$1.09M	Hold	68,528	–	–	0.55%	20
2018 Q2	$953K	Sell	68,528 -9,336	-12%	-$129K	0.53%	20
2018 Q1	$1.03M	Sell	77,864 -1,400	-2%	-$19.9K	0.58%	21
2017 Q4	$1.08M	Buy	79,264 +1,288	+2%	+$16.7K	0.65%	23
2017 Q3	$943K	Buy	77,976 +936	+1%	+$10.9K	0.57%	23
2017 Q2	$861K	Buy	77,040 +1,760	+2%	+$19.3K	0.59%	20
2017 Q1	$798K	Buy	75,280 +5,624	+8%	+$57.8K	0.51%	20
2016 Q4	$663K	Sell	69,656 -1,464	-2%	-$13.2K	0.47%	21
2016 Q3	$631K	Buy	71,120 +2,400	+3%	+$21.2K	0.5%	19
2016 Q2	$569K	Hold	68,720	–	–	0.5%	18
2016 Q1	$548K	Hold	68,720	–	–	0.51%	17
2015 Q4	$541K	Sell	68,720 -3,600	-5%	-$28.7K	0.43%	20
2015 Q3	$503K	Sell	72,320 -22,800	-24%	-$178K	0.42%	22
2015 Q2	$767K	Buy	95,120 +7,600	+9%	+$63.6K	0.53%	20
2015 Q1	$707K	Buy	87,520 +10,080	+13%	+$81.2K	0.51%	19
2014 Q4	$621K	Sell	77,440 -1,680	-2%	-$12.8K	0.44%	21
2014 Q3	$582K	Hold	79,120	–	–	0.46%	22
2014 Q2	$573K	Buy	79,120 +7,600	+11%	+$51.6K	0.45%	23
2014 Q1	$471K	Hold	71,520	–	–	0.4%	30
2013 Q4	$458K	Buy	+71,520	New	+$419K	0.41%	27

Other funds holding SSO

HCM

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

SCM

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

MSG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCM

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 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

D. Scott Neal's SSO Position: Q3 2025 in Review

D. Scott Neal held its ProShares Ultra S&P500 (SSO) position steady in Q3 2025 at 45,376 shares worth $2.54M. The position accounts for 1.18% of the portfolio, ranked #17.

D. Scott Neal first reported a position in SSO in Q4 2013 and has held it in 48 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q3 2025.

D. Scott Neal held 45,376 shares of ProShares Ultra S&P500 worth $2.54M as of Q3 2025.
D. Scott Neal left its ProShares Ultra S&P500 share count unchanged in Q3 2025.
ProShares Ultra S&P500 made up 1.18% of D. Scott Neal's portfolio in Q3 2025, its #17 holding.
D. Scott Neal first reported a position in ProShares Ultra S&P500 in Q4 2013 and has held it in 48 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.