SSO — PROSHARES ULTRA S&P 500

Ownership history in Plotkin Financial Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, 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
2.52% (2024 Q4)
Avg. % of fund
1.66%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 58,686 +28,966 +97.5% 1.66% $3.4M $57.92
2025 Q3 REDUCED 29,720 -47 -0.2% 1.65% $3.3M $55.96
2025 Q2 REDUCED 29,767 -13,779 -31.6% 1.60% $2.9M $48.68
2025 Q1 REDUCED 43,546 -2,263 -4.9% 2.22% $3.6M $41.15
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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