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

Tradition Wealth Management’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
2024 Q1	–	Sell	-200	Closed	-$7K	–	1076
2023 Q4	$7K	Hold	200	–	–	﹤0.01%	1081
2023 Q3	$5K	Hold	200	–	–	﹤0.01%	1196
2023 Q2	$6K	Hold	200	–	–	﹤0.01%	1172
2023 Q1	$5K	Hold	200	–	–	﹤0.01%	1160
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	1094
2022 Q3	$4K	Sell	200 -600	-75%	-$14.8K	﹤0.01%	1119
2022 Q2	$18K	Buy	800 +600	+300%	+$16.1K	﹤0.01%	671
2022 Q1	$7K	Sell	200 -800	-80%	-$25.6K	﹤0.01%	983
2021 Q4	$37K	Buy	1,000 +800	+400%	+$27.4K	﹤0.01%	603
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	1011
2021 Q2	$6K	Buy	+200	New	+$5.66K	﹤0.01%	1051
2021 Q1	–	Sell	-200	Closed	-$5K	–	1002
2020 Q4	$5K	Buy	+200	New	+$4.11K	﹤0.01%	850

Other funds holding SSO

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return