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

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Sollinda Capital Management Miami, Florida $411M AUM 15.79% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return