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

Prosperity 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
2025 Q4	$848K	Sell	14,641 -31	-0.2%	-$1.77K	0.28%	85
2025 Q3	$823K	Sell	14,672 -41,796	-74%	-$2.18M	0.28%	83
2025 Q2	$2.76M	Buy	56,468 +24,984	+79%	+$1.06M	1.02%	21
2025 Q1	$1.3M	Sell	31,484 -63,592	-67%	-$2.93M	0.61%	31
2024 Q4	$4.4M	Sell	95,076 -255,364	-73%	-$12M	1.81%	11
2024 Q3	$15.8M	Buy	+350,440	New	+$14.8M	6.32%	2
2024 Q1	–	Sell	-10,154	Closed	-$330K	–	206
2023 Q4	$330K	Sell	10,154 -11,848	-54%	-$341K	0.21%	76
2023 Q3	$587K	Sell	22,002 -5,728	-21%	-$166K	0.38%	43
2023 Q2	$806K	Sell	27,730 -58,328	-68%	-$1.53M	0.52%	29
2023 Q1	$2.16M	Sell	86,058 -282,732	-77%	-$6.78M	1.71%	12
2022 Q4	$8.2M	Buy	+368,790	New	+$8.37M	7.72%	1

Other funds holding SSO

HCM

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $201M AUM 10.5% 1-Year Est. Return

PRS

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

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

SCM

Sollinda Capital Management Miami, Florida $412M AUM 15.79% 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 $377M AUM 31.41% 1-Year Est. Return

Prosperity Wealth Management's SSO Position: Q4 2025 in Review

Prosperity Wealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 0.21% in Q4 2025, selling an estimated $1.77K and leaving 14,641 shares worth $848K. The position accounts for 0.28% of the portfolio, ranked #85.

Prosperity Wealth Management first reported a position in SSO in Q4 2022 and has held it in 11 quarters since. The position peaked at $15.8M in Q3 2024. 262 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

Prosperity Wealth Management held 14,641 shares of ProShares Ultra S&P500 worth $848K as of Q4 2025.
Prosperity Wealth Management sold 31 ProShares Ultra S&P500 shares in Q4 2025, an estimated $1.77K.
ProShares Ultra S&P500 made up 0.28% of Prosperity Wealth Management's portfolio in Q4 2025, its #85 holding.
Prosperity Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2022 and has held it in 11 quarters since.
Prosperity Wealth Management's ProShares Ultra S&P500 position peaked at $15.8M in Q3 2024.
262 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.