KWM
SSO icon

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

Kingsview 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
2026
Q1 		$203K Buy
+3,916
New +$224K ﹤0.01% 1255
2025
Q4 		– Sell
-4,018
Closed -$225K – 1320
2025
Q3 		$225K Sell
4,018
-612
-13% -$31.9K ﹤0.01% 1093
2025
Q2 		$226K Buy
+4,630
New +$196K ﹤0.01% 1064
2025
Q1 		– Sell
-10,932
Closed -$506K – 1180
2024
Q4 		$506K Sell
10,932
-194
-2% -$9.13K 0.01% 735
2024
Q3 		$502K Buy
11,126
+4,802
+76% +$203K 0.01% 721
2024
Q2 		$261K Buy
+6,324
New +$243K 0.01% 885
2024
Q1 		– Sell
-8,480
Closed -$276K – 1071
2023
Q4 		$276K Sell
8,480
-626
-7% -$18K 0.01% 799
2023
Q3 		$243K Sell
9,106
-7,840
-46% -$228K 0.01% 824
2023
Q2 		$493K Buy
+16,946
New +$444K 0.02% 593
2022
Q1 		– Sell
-6,896
Closed -$252K – 1004
2021
Q4 		$252K Buy
+6,896
New +$236K 0.01% 793
2020
Q2 		– Sell
-35,160
Closed -$391K – 655
2020
Q1 		$391K Buy
+35,160
New +$594K 0.05% 302

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