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

Dynasty 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
2024
Q4 		– Sell
-1,171,006
Closed -$51.4M – 268
2024
Q3 		$51.4M Buy
+1,171,006
New +$49.4M 1.55% 16

Other funds holding SSO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Dynasty Wealth Management's SSO Position: Q4 2024 in Review

Dynasty Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q4 2024, closing a stake of 1,171,006 shares — an estimated $51.4M sold.

Dynasty Wealth Management first reported a position in SSO in Q3 2024 and held it in 1 quarter. The position peaked at $51.4M in Q3 2024. 238 funds tracked by Wall St. Rank hold SSO as of Q4 2024.

  • Dynasty Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,171,006 ProShares Ultra S&P500 shares in Q4 2024, an estimated $51.4M.
  • Dynasty Wealth Management first reported a position in ProShares Ultra S&P500 in Q3 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's ProShares Ultra S&P500 position peaked at $51.4M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.