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

Larson 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
2026 Q1	$1.97M	Sell	38,000 -13,965	-27%	-$798K	0.06%	238
2025 Q4	$3.01M	Buy	51,965 +45,393	+691%	+$2.6M	0.1%	178
2025 Q3	$368K	Buy	6,572 +1,572	+31%	+$82K	0.01%	550
2025 Q2	$244K	Hold	5,000	–	–	0.01%	622
2025 Q1	$207K	Hold	5,000	–	–	0.01%	619
2024 Q4	$231K	Hold	5,000	–	–	0.01%	536
2024 Q3	$225K	Hold	5,000	–	–	0.01%	542
2024 Q2	$207K	Hold	5,000	–	–	0.01%	458
2024 Q1	$194K	Hold	5,000	–	–	0.02%	415
2023 Q4	$163K	Hold	5,000	–	–	0.01%	395
2023 Q3	$133K	Hold	5,000	–	–	0.01%	401
2023 Q2	$145K	Hold	5,000	–	–	0.01%	373
2023 Q1	$126K	Sell	5,000 -92	-2%	-$2.21K	0.01%	396
2022 Q4	$113K	Sell	5,092 -304	-6%	-$6.9K	0.01%	386
2022 Q3	$107K	Hold	5,396	–	–	0.02%	352
2022 Q2	$121K	Hold	5,396	–	–	0.02%	238
2022 Q1	$177K	Sell	5,396 -32	-0.6%	-$1.02K	0.03%	210
2021 Q4	$199K	Sell	5,428 -228	-4%	-$7.8K	0.03%	194
2021 Q3	$169K	Buy	5,656 +656	+13%	+$20.7K	0.03%	161
2021 Q2	$149K	Sell	5,000 -4	-0.1%	-$113	0.03%	150
2021 Q1	$128K	Hold	5,004	–	–	0.04%	146
2020 Q4	$114K	Hold	5,004	–	–	0.04%	129
2020 Q3	$92K	Buy	5,004 +4	+0.1%	+$72	0.04%	134
2020 Q2	$78K	Hold	5,000	–	–	0.04%	151
2020 Q1	$56K	Hold	5,000	–	–	0.04%	151
2019 Q4	$94K	Hold	5,000	–	–	0.05%	114
2019 Q3	$80K	Hold	5,000	–	–	0.05%	115
2019 Q2	$79K	Hold	5,000	–	–	0.06%	96
2019 Q1	$74K	Buy	5,000 +16	+0.3%	+$218	0.06%	93
2018 Q4	$58K	Buy	+4,984	New	+$67.8K	0.05%	104

Other funds holding SSO

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return