Prosperity Wealth Management, Inc. SSO holdings history
PROSHARES ULTRA S&P500 · CUSIP 74347R107 · CIK 1991463
As of 2025-12-31, Prosperity Wealth Management, Inc. reported 14.64K SSO (shares), valued at $848.01K, or 0.28% of its reported non-derivative portfolio. Filed 2026-03-27.
Verify history & sources →Shares increased 99.58%; reported value increased 3.08%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | 0.28% | 14,641 | SEC filing ↗Filed Mar 27, 2026 |
| Q3 2025 | 0.28% | 7,336 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.02% | 28,234 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 0.61% | 15,742 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 1.81% | 47,538 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 6.32% | 175,220 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | 0.22% | 5,077 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 0.38% | 11,001 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.38% | 11,001 | $587.23K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 0.22% | 5,077 | $330.36K | Shares decreased 53.85%; reported value decreased 43.74%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 6.32% | 175,220 | $15.80M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.81% | 47,538 | $4.40M | Shares decreased 72.87%; reported value decreased 72.17%, and weight changed -4.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 0.61% | 15,742 | $1.30M | Shares decreased 66.89%; reported value decreased 70.37%, and weight changed -1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 1.02% | 28,234 | $2.76M | Shares increased 79.35%; reported value increased 111.72%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 0.28% | 7,336 | $822.65K | Shares decreased 74.02%; reported value decreased 70.18%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.28% | 14,641 | $848.01K | Shares increased 99.58%; reported value increased 3.08%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 27, 2026 |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.