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Summit Wealth Group (Colorado)’s ProShares Ultra S&P500 SSO Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-10,426
Closed -$278K – 595
2025
Q3 		$278K Buy
+10,426
New +$544K 0.03% 375

Other funds holding SSO

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

Summit Wealth Group (Colorado)'s SSO Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of ProShares Ultra S&P500 (SSO) in Q4 2025, closing a stake of 10,426 shares — an estimated $278K sold.

Summit Wealth Group (Colorado) first reported a position in SSO in Q3 2025 and held it in 1 quarter. The position peaked at $278K in Q3 2025. 263 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining ProShares Ultra S&P500 position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,426 ProShares Ultra S&P500 shares in Q4 2025, an estimated $278K.
  • Summit Wealth Group (Colorado) first reported a position in ProShares Ultra S&P500 in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s ProShares Ultra S&P500 position peaked at $278K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.