PWM
SSO icon

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

Palumbo 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 		$687K Buy
13,240
+17
+0.1% +$972 0.17% 95
2025
Q4 		$766K Buy
+13,223
New +$757K 0.19% 90
2025
Q3 		– Sell
-13,050
Closed -$638K – 219
2025
Q2 		$638K Buy
13,050
+1,390
+12% +$58.7K 0.2% 83
2025
Q1 		$483K Buy
11,660
+1,184
+11% +$54.6K 0.16% 96
2024
Q4 		$485K Buy
10,476
+32
+0.3% +$1.51K 0.18% 87
2024
Q3 		$471K Buy
10,444
+16
+0.2% +$675 0.18% 89
2024
Q2 		$431K Hold
10,428
– – 0.18% 86
2024
Q1 		$404K Sell
10,428
-2,380
-19% -$84.2K 0.18% 91
2023
Q4 		$417K Buy
12,808
+18
+0.1% +$518 0.21% 83
2023
Q3 		$341K Buy
12,790
+786
+7% +$22.8K 0.19% 80
2023
Q2 		$349K Sell
12,004
-2,238
-16% -$58.6K 0.21% 74
2023
Q1 		$358K Hold
14,242
– – 0.24% 68
2022
Q4 		$317K Buy
14,242
+52
+0.4% +$1.18K 0.25% 67
2022
Q3 		$282K Buy
14,190
+1,204
+9% +$29.8K 0.24% 67
2022
Q2 		$292K Hold
12,986
– – 0.23% 68
2022
Q1 		$426K Buy
12,986
+6
+0% +$192 0.27% 64
2021
Q4 		$475K Sell
12,980
-832
-6% -$28.5K 0.3% 62
2021
Q3 		$414K Sell
13,812
-8
-0.1% -$253 0.27% 69
2021
Q2 		$412K Buy
13,820
+4
+0% +$113 0.28% 72
2021
Q1 		$353K Buy
13,816
+12
+0.1% +$291 0.27% 71
2020
Q4 		$315K Buy
+13,804
New +$284K 0.25% 71

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