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Allworth Financial’s ProShares Ultra S&P500 SSO Stock Holding History

Allworth Financial’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
Q2 		$1.59M Sell
23,607
-995
-4% -$63.7K 0.01% 584
2026
Q1 		$1.28M Buy
24,602
+60
+0.2% +$3.43K 0.01% 638
2025
Q4 		$1.42M Buy
24,542
+2
+0% +$114 0.01% 593
2025
Q3 		$1.38M Buy
24,540
+86
+0.4% +$4.49K 0.01% 578
2025
Q2 		$1.19M Buy
24,454
+21,998
+896% +$929K 0.01% 596
2025
Q1 		$94.9K Buy
2,456
+78
+3% +$3.6K ﹤0.01% 1254
2024
Q4 		$117K Sell
2,378
-96
-4% -$4.52K ﹤0.01% 1188
2024
Q3 		$112K Hold
2,474
– – ﹤0.01% 1037
2024
Q2 		$104K Buy
2,474
+1,534
+163% +$59K ﹤0.01% 1061
2024
Q1 		$36.4K Buy
940
+770
+453% +$27.2K ﹤0.01% 1445
2023
Q4 		$5.53K Hold
170
– – ﹤0.01% 2236
2023
Q3 		$4.54K Buy
+170
New +$4.94K ﹤0.01% 2153
2020
Q1 		– Sell
-64
Closed -$1K – 1321
2019
Q4 		$1K Buy
+64
New +$1.1K ﹤0.01% 1009

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Allworth Financial's SSO Position: Q2 2026 in Review

Allworth Financial reduced its ProShares Ultra S&P500 (SSO) stake by 4% in Q2 2026, selling an estimated $63.7K and leaving 23,607 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #584.

Allworth Financial first reported a position in SSO in Q4 2019 and has held it in 13 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Allworth Financial held 23,607 shares of ProShares Ultra S&P500 worth $1.59M as of Q2 2026.
  • Allworth Financial sold 995 ProShares Ultra S&P500 shares in Q2 2026, an estimated $63.7K.
  • ProShares Ultra S&P500 made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #584 holding.
  • Allworth Financial first reported a position in ProShares Ultra S&P500 in Q4 2019 and has held it in 13 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.