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ORG Partners’s ProShares Ultra S&P500 SSO Stock Holding History

ORG Partners’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
Q4 		$8.14K Sell
140
-8
-5% -$458 ﹤0.01% 1070
2025
Q3 		$8.33K Buy
+148
New +$7.72K ﹤0.01% 1011

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

ORG Partners's SSO Position: Q4 2025 in Review

ORG Partners reduced its ProShares Ultra S&P500 (SSO) stake by 5.4% in Q4 2025, selling an estimated $458 and leaving 140 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

ORG Partners first reported a position in SSO in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.33K in Q3 2025. 263 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

  • ORG Partners held 140 shares of ProShares Ultra S&P500 worth $8.14K as of Q4 2025.
  • ORG Partners sold 8 ProShares Ultra S&P500 shares in Q4 2025, an estimated $458.
  • ProShares Ultra S&P500 made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1070 holding.
  • ORG Partners first reported a position in ProShares Ultra S&P500 in Q3 2025 and has held it in 2 quarters since.
  • ORG Partners's ProShares Ultra S&P500 position peaked at $8.33K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.