SSO — PROSHARES ULTRA S&P 500

Ownership history in Bison Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in PROSHARES ULTRA S&P 500 (SSO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.7% (2018 Q4)
Avg. % of fund
0.55%
First filed
2018 Q4
Last filed
2024 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 28,009 +17,579 +168.5% 0.40% $2.5M $44.62
2018 Q4 INITIATED 10,430 — — 0.70% $968K $11.21
% of Fund (quarterly)    SSO price (monthly, adj. close)

Other funds also holding SSO

As of 2025 Q4 — sorted by position size

Main Street Group, LTD 24.11% Ridgepath Capital Management LLC 18.3% Client First Investment Management LLC 16.41% TTP Investments, Inc. 3Y 7Y 11.69% Howard Capital Management Inc. 3Y 7Y 10.33% Sollinda Capital Management LLC 7.94% CROWLEY WEALTH MANAGEMENT, INC. 4.48% PMV Capital Advisers, LLC 4.42% PINKERTON WEALTH, LLC 3Y 7Y 4.02% Asset Management Group, Inc. 3Y 7Y 2.69%
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