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	–	123
2022 Q1	$236K	Buy	+7,200	New	+$230K	0.25%	88

Other funds holding SSO

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

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

Redmont Wealth Advisors's SSO Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 0.03% in Q4 2025, selling an estimated $114 and leaving 7,400 shares worth $429K. The position accounts for 0.65% of the portfolio, ranked #44.

Redmont Wealth Advisors first reported a position in SSO in Q1 2022 and has held it in 11 quarters since. 263 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

Redmont Wealth Advisors held 7,400 shares of ProShares Ultra S&P500 worth $429K as of Q4 2025.
Redmont Wealth Advisors sold 2 ProShares Ultra S&P500 shares in Q4 2025, an estimated $114.
ProShares Ultra S&P500 made up 0.65% of Redmont Wealth Advisors's portfolio in Q4 2025, its #44 holding.
Redmont Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q1 2022 and has held it in 11 quarters since.
263 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.