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Hazlett, Burt & Watson’s ProShares Ultra S&P500 SSO Stock Holding History

Hazlett, Burt & Watson’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
-200
Closed -$10K – 920
2025
Q2 		$10K Hold
200
– – ﹤0.01% 595
2025
Q1 		$8K Hold
200
– – ﹤0.01% 615
2024
Q4 		$9K Sell
200
-100
-33% -$4.71K ﹤0.01% 565
2024
Q3 		$14K Buy
+300
New +$12.7K 0.01% 500

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
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 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 $85.1B AUM 27.35% 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
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hazlett, Burt & Watson's SSO Position: Q3 2025 in Review

Hazlett, Burt & Watson sold out of ProShares Ultra S&P500 (SSO) in Q3 2025, closing a stake of 200 shares — an estimated $10K sold.

Hazlett, Burt & Watson first reported a position in SSO in Q3 2024 and held it in 4 quarters. The position peaked at $14K in Q3 2024. 241 funds tracked by Wall St. Rank hold SSO as of Q3 2025.

  • Hazlett, Burt & Watson reported no remaining ProShares Ultra S&P500 position as of Q3 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 200 ProShares Ultra S&P500 shares in Q3 2025, an estimated $10K.
  • Hazlett, Burt & Watson first reported a position in ProShares Ultra S&P500 in Q3 2024 and held it in 4 quarters.
  • Hazlett, Burt & Watson's ProShares Ultra S&P500 position peaked at $14K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2025, filed 4 Nov 2025.