SW
SSO icon

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

SteelPeak Wealth’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
Q2 		$1.2M Hold
17,760
– – 0.03% 288
2026
Q1 		$921K Hold
17,760
– – 0.03% 301
2025
Q4 		$1.03M Hold
17,760
– – 0.03% 268
2025
Q3 		$996K Hold
17,760
– – 0.03% 287
2025
Q2 		$870K Hold
17,760
– – 0.03% 290
2025
Q1 		$737K Hold
17,760
– – 0.03% 296
2024
Q4 		$821K Hold
17,760
– – 0.03% 275
2024
Q3 		$802K Hold
17,760
– – 0.04% 259
2024
Q2 		$735K Hold
17,760
– – 0.03% 260
2024
Q1 		$688K Hold
17,760
– – 0.04% 264
2023
Q4 		$578K Sell
17,760
-9,400
-35% -$270K 0.03% 263
2023
Q3 		$725K Buy
27,160
+9,400
+53% +$273K 0.05% 213
2023
Q2 		$516K Sell
17,760
-428
-2% -$11.2K 0.03% 243
2023
Q1 		$457K Sell
18,188
-4,530
-20% -$109K 0.03% 254
2022
Q4 		$505K Buy
22,718
+428
+2% +$9.71K 0.04% 246
2022
Q3 		$443K Buy
22,290
+4,530
+26% +$112K 0.03% 264
2022
Q2 		$399K Hold
17,760
– – 0.03% 283
2022
Q1 		$583K Sell
17,760
-372
-2% -$11.9K 0.04% 261
2021
Q4 		$663K Sell
18,132
-53,472
-75% -$1.83M 0.04% 220
2021
Q3 		$2.15M Buy
71,604
+53,844
+303% +$1.7M 0.15% 105
2021
Q2 		$530K Hold
17,760
– – 0.04% 261
2021
Q1 		$454K Hold
17,760
– – 0.04% 240
2020
Q4 		$406K Hold
17,760
– – 0.04% 231
2020
Q3 		$326K Sell
17,760
-5,784
-25% -$104K 0.04% 206
2020
Q2 		$368K Buy
+23,544
New +$333K 0.05% 187
2020
Q1 		– Sell
-22,160
Closed -$418K – 301
2019
Q4 		$418K Buy
+22,160
New +$382K 0.06% 181

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return