MOTCO’s ProShares Ultra S&P500 SSO Stock Holding History

MOTCO’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 Q2	–	Sell	-400	Closed	-$16.6K	–	678
2025 Q1	$16.6K	Buy	+400	New	+$18.5K	﹤0.01%	388

Other funds holding SSO

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return

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

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

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

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

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

MOTCO's SSO Position: Q2 2025 in Review

MOTCO sold out of ProShares Ultra S&P500 (SSO) in Q2 2025, closing a stake of 400 shares — an estimated $16.6K sold.

MOTCO first reported a position in SSO in Q1 2025 and held it in 1 quarter. The position peaked at $16.6K in Q1 2025. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

MOTCO reported no remaining ProShares Ultra S&P500 position as of Q2 2025 after selling out during the quarter.
MOTCO sold 400 ProShares Ultra S&P500 shares in Q2 2025, an estimated $16.6K.
MOTCO first reported a position in ProShares Ultra S&P500 in Q1 2025 and held it in 1 quarter.
MOTCO's ProShares Ultra S&P500 position peaked at $16.6K in Q1 2025.
228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on MOTCO's 13F filing for Q2 2025, filed 1 Aug 2025.