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

Greenberg 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
Q4 		$364K Buy
+6,291
New +$360K 0.15% 70
2025
Q2 		$222K Buy
+6,592
New +$278K 0.08% 104

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 $237M AUM 90.26% 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

Greenberg Financial Group's SSO Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in ProShares Ultra S&P500 (SSO) in Q4 2025: 6,291 shares worth $364K. The stake represents 0.15% of the portfolio and ranks #70 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SSO as recently as Q2 2025.

Greenberg Financial Group first reported a position in SSO in Q2 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

  • Greenberg Financial Group held 6,291 shares of ProShares Ultra S&P500 worth $364K as of Q4 2025.
  • ProShares Ultra S&P500 was a new Greenberg Financial Group position in Q4 2025.
  • ProShares Ultra S&P500 made up 0.15% of Greenberg Financial Group's portfolio in Q4 2025, its #70 holding.
  • Greenberg Financial Group first reported a position in ProShares Ultra S&P500 in Q2 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.