AF
SSO icon

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
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

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 $2.93B AUM 26.08% 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 $564B 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 $8.75B AUM 16.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return