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HB Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

HB Wealth 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
-4,544
Closed -$222K – 1373
2025
Q2 		$222K Buy
+4,544
New +$192K ﹤0.01% 1068

Other funds holding SSO

HCM
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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

HB Wealth Management's SSO Position: Q3 2025 in Review

HB Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q3 2025, closing a stake of 4,544 shares — an estimated $222K sold.

HB Wealth Management first reported a position in SSO in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 242 funds tracked by Wall St. Rank hold SSO as of Q3 2025.

  • HB Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q3 2025 after selling out during the quarter.
  • HB Wealth Management sold 4,544 ProShares Ultra S&P500 shares in Q3 2025, an estimated $222K.
  • HB Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2025 and held it in 1 quarter.
  • HB Wealth Management's ProShares Ultra S&P500 position peaked at $222K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2025.

Based on HB Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.