PWM
SSO icon

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

Perigon 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 		$404K Sell
7,794
-1,646
-17% -$94.1K 0.01% 895
2025
Q4 		$547K Hold
9,440
– – 0.01% 751
2025
Q3 		$529K Hold
9,440
– – 0.01% 721
2025
Q2 		$461K Sell
9,440
-600
-6% -$25.3K 0.01% 690
2025
Q1 		$416K Sell
10,040
-100
-1% -$4.61K 0.01% 692
2024
Q4 		$477K Sell
10,140
-200
-2% -$9.42K 0.01% 657
2024
Q3 		$466K Sell
10,340
-602
-6% -$25.4K 0.01% 642
2024
Q2 		$452K Sell
10,942
-80
-0.7% -$3.08K 0.01% 561
2024
Q1 		$427K Sell
11,022
-20,400
-65% -$722K 0.01% 579
2023
Q4 		$1.02M Buy
+31,422
New +$903K 0.03% 333
2018
Q1 		– Sell
-728
Closed -$10K – 683
2017
Q4 		$10K Buy
+728
New +$9.42K ﹤0.01% 491

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