Creative Planning

Position in SSO — ProShares Ultra S&P500

CIK 1540235 OVERLAND PARK, KS

All Filings in SSO

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SSO	$3,150,049	60,718	-10.5%	Shares	Sole	2026-05-12
2025-12-31 SSO	$3,930,567	67,862	+136.7%	Shares	Sole	2026-02-17
2025-09-30 SSO	$1,607,439	28,671	+9.8%	Shares	Sole	2025-11-14
2025-06-30 SSO	$1,276,174	26,119	+1.3%	Shares	Sole	2025-08-08
2025-03-31 SSO	$1,067,282	25,786	-22.1%	Shares	Sole	2025-05-15
2024-12-31 SSO	$1,531,410	33,108	-0.6%	Shares	Sole	2025-02-14
2024-09-30 SSO	$1,502,277	33,321	+6.7%	Shares	Sole	2024-10-11
2024-06-30 SSO	$1,290,253	31,241	+7.0%	Shares	Sole	2024-08-15
2024-03-31 SSO	$1,132,024	29,206	+8.2%	Shares	Sole	2024-05-13
2023-12-31 SSO	$878,022	26,987	+171.9%	Shares	Sole	2024-02-14
2023-09-30 SSO	$264,951	9,927	+17.9%	Shares	Sole	2023-11-16
2023-06-30 SSO	$244,724	8,417	-5.1%	Shares	Sole	2023-07-21
2023-03-31 SSO	$222,737	8,874	-18.8%	Shares	Sole	2023-05-15
2022-12-31 SSO	$242,785	10,924	+43.9%	Shares	Sole	2023-02-10
2022-09-30 SSO	$150,796	7,593	-40.3%	Shares	Sole	2022-11-03
2022-06-30 SSO	$285,361	12,711	+26.7%	Shares	Sole	2022-08-15
2022-03-31 SSO	$329,099	10,032	+128.3%	Shares	Sole	2022-05-16
2021-12-31 SSO	$160,787	4,394	0.0%	Shares	Sole	2022-02-11
2021-09-30 SSO	$131,622	4,394	-1.2%	Shares	Sole	2021-11-10
2021-06-30 SSO	$132,676	4,447	-78.4%	Shares	Sole	2021-08-04
2021-03-31 SSO	$526,947	20,602	+15.8%	Shares	Sole	2021-04-30
2020-12-31 SSO	$406,438	17,797	-11.2%	Shares	Sole	2021-01-29
2020-09-30 SSO	$368,047	20,038	+102.5%	Shares	Sole	2020-11-05
2020-06-30 SSO	$154,723	9,896	-0.5%	Shares	Sole	2020-07-23
2020-03-31 SSO	$110,515	9,944	—	Shares	Sole	2020-05-05
2020-03-31 SSO	$3,334	300	—	Put	Sole	2020-05-05
No filing history on record for this holder in this stock.