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Everhart Financial Group’s ProShares Ultra S&P500 SSO Stock Holding History

Everhart Financial Group’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
Q2 		– Sell
-7,370
Closed -$305K – 354
2025
Q1 		$305K Buy
+7,370
New +$340K 0.04% 276

Other funds holding SSO

HCM
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SCM
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MSG
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TI
TTP Investments San Jose, California $247M AUM 74.49% 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
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Everhart Financial Group's SSO Position: Q2 2025 in Review

Everhart Financial Group sold out of ProShares Ultra S&P500 (SSO) in Q2 2025, closing a stake of 7,370 shares — an estimated $305K sold.

Everhart Financial Group first reported a position in SSO in Q1 2025 and held it in 1 quarter. The position peaked at $305K in Q1 2025. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

  • Everhart Financial Group reported no remaining ProShares Ultra S&P500 position as of Q2 2025 after selling out during the quarter.
  • Everhart Financial Group sold 7,370 ProShares Ultra S&P500 shares in Q2 2025, an estimated $305K.
  • Everhart Financial Group first reported a position in ProShares Ultra S&P500 in Q1 2025 and held it in 1 quarter.
  • Everhart Financial Group's ProShares Ultra S&P500 position peaked at $305K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on Everhart Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.