CAS
SSO icon

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 $1.16B AUM 28.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Coppell Advisory Solutions's SSO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 3,646 shares — an estimated $214K sold.

Coppell Advisory Solutions first reported a position in SSO in Q4 2020 and held it in 13 quarters. The position peaked at $2.79M in Q1 2025. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,646 ProShares Ultra S&P500 shares in Q1 2026, an estimated $214K.
  • Coppell Advisory Solutions first reported a position in ProShares Ultra S&P500 in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's ProShares Ultra S&P500 position peaked at $2.79M in Q1 2025.
  • 214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.