Strategic Investment Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Strategic Investment Solutions’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	$126K	Buy	+1,865	New	+$119K	0.03%	185
2025 Q3	–	Sell	-840	Closed	-$41K	–	643
2025 Q2	$41K	Sell	840 -2,800	-77%	-$118K	0.01%	232
2025 Q1	$159K	Buy	+3,640	New	+$168K	0.05%	117
2024 Q4	–	Hold	0	–	–	–	78
2023 Q4	–	Sell	-21,200	Closed	-$592K	–	1189
2023 Q3	$592K	Buy	+21,200	New	+$616K	0.01%	377

Other funds holding SSO

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return