Wealthstar Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Wealthstar Advisors’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 Q1	$497K	Sell	9,584 -317	-3%	-$18.1K	0.3%	86
2025 Q4	$573K	Buy	9,901 +147	+2%	+$8.41K	0.31%	77
2025 Q3	$547K	Sell	9,754 -156	-2%	-$8.14K	0.22%	89
2025 Q2	$484K	Sell	9,910 -1,542	-13%	-$65.1K	0.18%	99
2025 Q1	$474K	Sell	11,452 -158	-1%	-$7.29K	0.22%	95
2024 Q4	$537K	Buy	+11,610	New	+$547K	0.23%	83
2024 Q2	–	Sell	-11,288	Closed	-$438K	–	128
2024 Q1	$438K	Sell	11,288 -752	-6%	-$26.6K	0.15%	85
2023 Q4	$392K	Buy	12,040 +810	+7%	+$23.3K	0.15%	89
2023 Q3	$300K	Sell	11,230 -380	-3%	-$11K	0.13%	78
2023 Q2	$338K	Hold	11,610	–	–	0.14%	57
2023 Q1	$291K	Sell	11,610 -352	-3%	-$8.44K	0.12%	77
2022 Q4	$266K	Buy	11,962 +8	+0.1%	+$181	0.12%	78
2022 Q3	$238K	Hold	11,954	–	–	0.11%	83
2022 Q2	$264K	Buy	11,954 +120	+1%	+$3.22K	0.11%	77
2022 Q1	$393K	Sell	11,834 -1,894	-14%	-$60.6K	0.15%	66
2021 Q4	$503K	Buy	13,728 +304	+2%	+$10.4K	0.17%	51
2021 Q3	$403K	Buy	+13,424	New	+$424K	0.15%	59

Other funds holding SSO

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

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

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

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

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

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

HighTower Advisors

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