GGS
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Galvin Gaustad & Stein’s ProShares Ultra S&P500 SSO Stock Holding History

Galvin Gaustad & Stein’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 		$726K Hold
13,990
– – 0.06% 146
2025
Q4 		$810K Hold
13,990
– – 0.06% 138
2025
Q3 		$784K Sell
13,990
-1,900
-12% -$99.1K 0.06% 121
2025
Q2 		$776K Hold
15,890
– – 0.07% 112
2025
Q1 		$658K Buy
15,890
+3,350
+27% +$155K 0.06% 115
2024
Q4 		$580K Sell
12,540
-1,260
-9% -$59.3K 0.05% 125
2024
Q3 		$622K Hold
13,800
– – 0.06% 116
2024
Q2 		$570K Buy
13,800
+610
+5% +$23.5K 0.05% 120
2024
Q1 		$511K Sell
13,190
-1,300
-9% -$46K 0.05% 127
2023
Q4 		$471K Sell
14,490
-5,100
-26% -$147K 0.04% 129
2023
Q3 		$523K Buy
+19,590
New +$569K 0.05% 117

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 $2.93B AUM 26.08% 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 $8.75B AUM 16.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return