Dale Q Rice Investment Management’s ProShares Ultra S&P500 SSO Stock Holding History

Dale Q Rice Investment 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
2026 Q1	$243K	Sell	4,678 -4	-0.1%	-$229	0.18%	64
2025 Q4	$271K	Hold	4,682	–	–	0.19%	63
2025 Q3	$266K	Hold	4,682	–	–	0.19%	61
2025 Q2	$233K	Sell	4,682 -4,682	-50%	-$198K	0.19%	62
2025 Q1	$388K	Hold	9,364	–	–	0.2%	60
2024 Q4	$433K	Buy	+9,364	New	+$441K	0.19%	58

Other funds holding SSO

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

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

Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

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

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

TTP Investments San Jose, California $240M AUM 44.67% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return