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Fulcrum Equity Management’s ProShares Ultra S&P500 SSO Stock Holding History

Fulcrum Equity 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
2025
Q3 		– Sell
-4,998
Closed -$244K – 122
2025
Q2 		$244K Buy
+4,998
New +$211K 0.25% 84
2025
Q1 		– Sell
-6,926
Closed -$320K – 121
2024
Q4 		$320K Sell
6,926
-1,832
-21% -$86.3K 0.32% 77
2024
Q3 		$395K Sell
8,758
-4,158
-32% -$175K 0.33% 96
2024
Q2 		$533K Buy
12,916
+1,156
+10% +$44.5K 0.48% 70
2024
Q1 		$456K Sell
11,760
-21,370
-65% -$756K 0.54% 61
2023
Q4 		$1.08M Sell
33,130
-13,588
-29% -$391K 1.33% 21
2023
Q3 		$1.25M Sell
46,718
-9,790
-17% -$284K 1.46% 15
2023
Q2 		$1.64M Sell
56,508
-12,618
-18% -$330K 1.91% 8
2023
Q1 		$1.74M Sell
69,126
-26,628
-28% -$638K 1.63% 24
2022
Q4 		$2.13M Sell
95,754
-9,896
-9% -$224K 1.74% 24
2022
Q3 		$2.1M Sell
105,650
-8,488
-7% -$210K 1.78% 25
2022
Q2 		$2.56M Sell
114,138
-1,274
-1% -$34.1K 2.07% 17
2022
Q1 		$3.79M Sell
115,412
-159,716
-58% -$5.11M 2.24% 8
2021
Q4 		$10.1M Sell
275,128
-7,620
-3% -$261K 3.77% 2
2021
Q3 		$8.47M Sell
282,748
-39,908
-12% -$1.26M 3.29% 2
2021
Q2 		$9.63M Buy
322,656
+3,688
+1% +$104K 3.59% 2
2021
Q1 		$8.16M Buy
318,968
+61,012
+24% +$1.48M 3.22% 2
2020
Q4 		$5.89M Sell
257,956
-20,072
-7% -$412K 2.35% 7
2020
Q3 		$5.11M Buy
278,028
+114,708
+70% +$2.06M 2.37% 12
2020
Q2 		$2.55M Buy
+163,320
New +$2.31M 1.21% 11

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return