Wealthspire Advisors (New York)’s ProShares Ultra S&P500 SSO Stock Holding History

Wealthspire Advisors (New York)’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	-2,196	Closed	-$123K	–	2650
2025 Q3	$123K	Buy	+2,196	New	+$115K	﹤0.01%	948
2025 Q2	–	Sell	-7,542	Closed	-$313K	–	873
2025 Q1	$313K	Hold	7,542	–	–	﹤0.01%	634
2024 Q4	$349K	Buy	7,542 +2,220	+42%	+$105K	﹤0.01%	613
2024 Q3	$240K	Buy	5,322 +12	+0.2%	+$506	﹤0.01%	670
2024 Q2	$220K	Hold	5,310	–	–	﹤0.01%	604
2024 Q1	$206K	Buy	+5,310	New	+$188K	﹤0.01%	599
2022 Q1	–	Sell	-5,780	Closed	-$212K	–	539
2021 Q4	$212K	Buy	+5,780	New	+$198K	﹤0.01%	512

Other funds holding SSO

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

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

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

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 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

Sollinda Capital Management Miami, Florida $411M AUM 15.79% 1-Year Est. Return

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

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return