Defined Financial Planning’s ProShares Ultra S&P500 SSO Stock Holding History

Defined Financial Planning’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	$558K	Buy	+9,764	New	+$510K	0.46%	32

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

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

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

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

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Defined Financial Planning's SSO Position: Q3 2025 in Review

Defined Financial Planning opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2025: 9,764 shares worth $558K. The stake represents 0.46% of the portfolio and ranks #32 among its holdings.

240 funds tracked by Wall St. Rank hold SSO as of Q3 2025.

Defined Financial Planning held 9,764 shares of ProShares Ultra S&P500 worth $558K as of Q3 2025.
ProShares Ultra S&P500 was a new Defined Financial Planning position in Q3 2025.
ProShares Ultra S&P500 made up 0.46% of Defined Financial Planning's portfolio in Q3 2025, its #32 holding.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.