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Atria Wealth Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$962K Buy
19,656
+8,352
+74% +$353K 0.02% 651
2025
Q1 		$469K Sell
11,304
-866
-7% -$40K 0.01% 1230
2024
Q4 		$563K Sell
12,170
-8,158
-40% -$384K 0.01% 1211
2024
Q3 		$917K Buy
20,328
+11,284
+125% +$476K 0.01% 943
2024
Q2 		$374K Sell
9,044
-6
-0.1% -$231 ﹤0.01% 1375
2024
Q1 		$351K Sell
9,050
-662
-7% -$23.4K ﹤0.01% 1454
2023
Q4 		$316K Sell
9,712
-17,758
-65% -$511K ﹤0.01% 1466
2023
Q3 		$733K Buy
27,470
+17,496
+175% +$508K 0.01% 953
2023
Q2 		$290K Sell
9,974
-64
-0.6% -$1.68K ﹤0.01% 1468
2023
Q1 		$252K Sell
10,038
-2,476
-20% -$59.4K ﹤0.01% 1521
2022
Q4 		$278K Sell
12,514
-7,286
-37% -$165K ﹤0.01% 1410
2022
Q3 		$393K Sell
19,800
-1,630
-8% -$40.3K 0.01% 1155
2022
Q2 		$481K Buy
21,430
+4,658
+28% +$125K 0.01% 992
2022
Q1 		$550K Buy
+16,772
New +$537K 0.01% 1013

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 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
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Atria Wealth Solutions's SSO Position: Q2 2025 in Review

Atria Wealth Solutions increased its ProShares Ultra S&P500 (SSO) stake by 74% in Q2 2025, buying an estimated $353K and bringing the position to 19,656 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #651.

Atria Wealth Solutions first reported a position in SSO in Q1 2022 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

  • Atria Wealth Solutions held 19,656 shares of ProShares Ultra S&P500 worth $962K as of Q2 2025.
  • Atria Wealth Solutions bought 8,352 ProShares Ultra S&P500 shares in Q2 2025, an estimated $353K.
  • ProShares Ultra S&P500 made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #651 holding.
  • Atria Wealth Solutions first reported a position in ProShares Ultra S&P500 in Q1 2022 and has held it in 14 quarters since.
  • 228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.