AWE
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Avidian Wealth Enterprises’s ProShares Ultra S&P500 SSO Stock Holding History

Avidian Wealth Enterprises’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 		$1.35M Buy
20,032
+7
+0% +$448 0.04% 267
2026
Q1 		$1.04M Buy
20,025
+1,005
+5% +$57.4K 0.03% 285
2025
Q4 		$1.1M Buy
19,020
+4
+0% +$229 0.04% 213
2025
Q3 		$1.07M Buy
19,016
+8
+0% +$417 0.04% 211
2025
Q2 		$929K Buy
19,008
+2,368
+14% +$100K 0.04% 209
2025
Q1 		$689K Buy
+16,640
New +$768K 0.03% 248
2015
Q3 		– Sell
-124,000
Closed -$1M – 41
2015
Q2 		$1M Sell
124,000
-521,744
-81% -$4.37M 0.42% 16
2015
Q1 		$5.22M Buy
645,744
+521,072
+418% +$4.2M 2.21% 10
2014
Q4 		$1M Sell
124,672
-521,744
-81% -$3.99M 0.41% 17
2014
Q3 		$4.75M Sell
646,416
-5,440
-0.8% -$40.1K 1.86% 15
2014
Q2 		$4.72M Buy
651,856
+521,840
+401% +$3.54M 1.74% 16
2014
Q1 		$856K Sell
130,016
-7,904
-6% -$49.9K 0.48% 12
2013
Q4 		$745K Buy
+137,920
New +$808K 0.69% 13

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 $237M AUM 90.26% 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

Avidian Wealth Enterprises's SSO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its ProShares Ultra S&P500 (SSO) stake by 0.03% in Q2 2026, buying an estimated $448 and bringing the position to 20,032 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #267.

Avidian Wealth Enterprises first reported a position in SSO in Q4 2013 and has held it in 13 quarters since. The position peaked at $5.22M in Q1 2015. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Avidian Wealth Enterprises held 20,032 shares of ProShares Ultra S&P500 worth $1.35M as of Q2 2026.
  • Avidian Wealth Enterprises bought 7 ProShares Ultra S&P500 shares in Q2 2026, an estimated $448.
  • ProShares Ultra S&P500 made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #267 holding.
  • Avidian Wealth Enterprises first reported a position in ProShares Ultra S&P500 in Q4 2013 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's ProShares Ultra S&P500 position peaked at $5.22M in Q1 2015.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.