GRP
SSO icon

Global Retirement Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Global Retirement Partners’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
Q4 		$9.27K Sell
160
-496
-76% -$28.4K ﹤0.01% 3190
2025
Q3 		$36.8K Buy
+656
New +$34.2K ﹤0.01% 2073
2024
Q4 		$2.31K Sell
50
-164
-77% -$7.72K ﹤0.01% 3018
2024
Q3 		$9.65K Sell
214
-746
-78% -$31.5K ﹤0.01% 2309
2024
Q2 		$39.6K Buy
960
+440
+85% +$16.9K ﹤0.01% 1659
2024
Q1 		$20.2K Sell
520
-230
-31% -$8.14K ﹤0.01% 1813
2023
Q4 		$24.3K Buy
750
+142
+23% +$4.08K ﹤0.01% 1669
2023
Q3 		$16K Sell
608
-302
-33% -$8.77K ﹤0.01% 1743
2023
Q2 		$26.5K Buy
910
+908
+45,400% +$23.8K ﹤0.01% 1554
2023
Q1 		$50 Buy
+2
New +$48 ﹤0.01% 3149

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Global Retirement Partners's SSO Position: Q4 2025 in Review

Global Retirement Partners reduced its ProShares Ultra S&P500 (SSO) stake by 76% in Q4 2025, selling an estimated $28.4K and leaving 160 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

Global Retirement Partners first reported a position in SSO in Q1 2023 and has held it in 10 quarters since. The position peaked at $39.6K in Q2 2024. 264 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

  • Global Retirement Partners held 160 shares of ProShares Ultra S&P500 worth $9.27K as of Q4 2025.
  • Global Retirement Partners sold 496 ProShares Ultra S&P500 shares in Q4 2025, an estimated $28.4K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3190 holding.
  • Global Retirement Partners first reported a position in ProShares Ultra S&P500 in Q1 2023 and has held it in 10 quarters since.
  • Global Retirement Partners's ProShares Ultra S&P500 position peaked at $39.6K in Q2 2024.
  • 264 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.