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Coppell Advisory Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Coppell Advisory 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
2026
Q1 		– Sell
-3,646
Closed -$214K – 315
2025
Q4 		$214K Sell
3,646
-1,698
-32% -$97.2K 0.02% 371
2025
Q3 		$297K Buy
5,344
+2
+0% +$104 0.03% 328
2025
Q2 		$258K Sell
5,342
-64,934
-92% -$2.74M 0.03% 317
2025
Q1 		$2.79M Buy
70,276
+58,270
+485% +$2.69M 0.39% 54
2024
Q4 		$560K Buy
12,006
+2,688
+29% +$127K 0.08% 159
2024
Q3 		$417K Sell
9,318
-30,246
-76% -$1.28M 0.06% 185
2024
Q2 		$1.63M Buy
+39,564
New +$1.52M 0.27% 82
2023
Q4 		$479K Buy
14,720
+12,774
+656% +$367K 0.1% 161
2023
Q3 		$43.2K Sell
1,946
-13,024
-87% -$378K 0.01% 369
2023
Q2 		$425K Sell
14,970
-1,790
-11% -$46.8K 0.12% 129
2023
Q1 		$410K Buy
16,760
+14,814
+761% +$355K 0.13% 133
2022
Q4 		$43.2K Buy
+1,946
New +$44.1K 0.01% 371
2020
Q4 		$417K Buy
+18,252
New +$375K 0.21% 110

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