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Advyzon Investment Management’s ProShares Ultra S&P500 SSO Stock Holding History

Advyzon Investment Management’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 		– Sell
-4,526
Closed -$262K – 717
2025
Q4 		$262K Sell
4,526
-6,758
-60% -$387K 0.03% 479
2025
Q3 		$633K Buy
+11,284
New +$589K 0.11% 185

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advyzon Investment Management's SSO Position: Q1 2026 in Review

Advyzon Investment Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 4,526 shares — an estimated $262K sold.

Advyzon Investment Management first reported a position in SSO in Q3 2025 and held it in 2 quarters. The position peaked at $633K in Q3 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Advyzon Investment Management reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 4,526 ProShares Ultra S&P500 shares in Q1 2026, an estimated $262K.
  • Advyzon Investment Management first reported a position in ProShares Ultra S&P500 in Q3 2025 and held it in 2 quarters.
  • Advyzon Investment Management's ProShares Ultra S&P500 position peaked at $633K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.