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
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

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