Redmont Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Redmont Wealth Advisors’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	$429K	Sell	7,400 -2	-0%	-$114	0.65%	44
2025 Q3	$415K	Hold	7,402	–	–	0.58%	51
2025 Q2	$362K	Buy	7,402 +12	+0.2%	+$507	0.53%	50
2025 Q1	$306K	Hold	7,390	–	–	0.6%	47
2024 Q4	$342K	Hold	7,390	–	–	0.59%	46
2024 Q3	$333K	Hold	7,390	–	–	0.52%	53
2024 Q2	$305K	Hold	7,390	–	–	0.48%	53
2024 Q1	$286K	Buy	7,390 +10	+0.1%	+$354	0.4%	55
2023 Q4	$240K	Buy	+7,380	New	+$212K	0.35%	60
2023 Q3	–	Sell	-7,380	Closed	-$215K	–	67
2023 Q2	$215K	Buy	+7,380	New	+$193K	0.37%	64
2022 Q2	–	Sell	-7,200	Closed	-$236K	–	124
2022 Q1	$236K	Buy	+7,200	New	+$230K	0.25%	88

Other funds holding SSO

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

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 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

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

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Sollinda Capital Management Miami, Florida $411M AUM 15.79% 1-Year Est. Return

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

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return