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Legacy Wealth Management (Idaho)’s ProShares Ultra S&P500 SSO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$4K Sell
77
-19,067
-100% -$1.09M ﹤0.01% 666
2025
Q4 		$1.11M Sell
19,144
-2,976
-13% -$170K 0.53% 42
2025
Q3 		$1.24M Sell
22,120
-12,560
-36% -$655K 0.56% 43
2025
Q2 		$1.69M Buy
34,680
+34,508
+20,063% +$1.46M 0.9% 24
2025
Q1 		$7.12K Sell
172
-6
-3% -$277 0.01% 383
2024
Q4 		$8.58K Sell
178
-27,416
-99% -$1.29M 0.01% 312
2024
Q3 		$1.33M Buy
+27,594
New +$1.16M 0.81% 23

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 $3.31B AUM 38.78% 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 $9.96B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return