DWP
SSO icon

Daymark Wealth Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Daymark Wealth Partners’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 		$470K Buy
9,054
+3
+0% +$171 0.01% 439
2025
Q4 		$524K Buy
9,051
+3
+0% +$172 0.02% 380
2025
Q3 		$507K Buy
9,048
+4
+0% +$209 0.02% 375
2025
Q2 		$442K Buy
9,044
+2
+0% +$84 0.02% 376
2025
Q1 		$374K Sell
9,042
-406
-4% -$18.7K 0.02% 377
2024
Q4 		$437K Buy
9,448
+8
+0.1% +$377 0.02% 349
2024
Q3 		$426K Buy
9,440
+1,600
+20% +$67.5K 0.02% 364
2024
Q2 		$324K Hold
7,840
– – 0.01% 389
2024
Q1 		$304K Hold
7,840
– – 0.02% 337
2023
Q4 		$255K Hold
7,840
– – 0.02% 343
2023
Q3 		$209K Hold
7,840
– – 0.01% 360
2023
Q2 		$228K Buy
+7,840
New +$205K 0.02% 337

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 $1.1B AUM 30.57% 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 $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return