Envestnet Portfolio Solutions
SSO icon

Envestnet Portfolio Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Envestnet Portfolio 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
Q3 		– Sell
-20,570
Closed -$1.01M – 1567
2025
Q2 		$1.01M Buy
20,570
+9,872
+92% +$417K ﹤0.01% 789
2025
Q1 		$443K Buy
10,698
+2,878
+37% +$133K ﹤0.01% 1100
2024
Q4 		$362K Sell
7,820
-6,812
-47% -$321K ﹤0.01% 1406
2024
Q3 		$660K Buy
+14,632
New +$617K ﹤0.01% 1063
2023
Q4 		– Sell
-21,498
Closed -$574K – 1599
2023
Q3 		$574K Buy
+21,498
New +$624K ﹤0.01% 929

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Portfolio Solutions's SSO Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of ProShares Ultra S&P500 (SSO) in Q3 2025, closing a stake of 20,570 shares — an estimated $1.01M sold.

Envestnet Portfolio Solutions first reported a position in SSO in Q3 2023 and held it in 5 quarters. The position peaked at $1.01M in Q2 2025. 242 funds tracked by Wall St. Rank hold SSO as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining ProShares Ultra S&P500 position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 20,570 ProShares Ultra S&P500 shares in Q3 2025, an estimated $1.01M.
  • Envestnet Portfolio Solutions first reported a position in ProShares Ultra S&P500 in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's ProShares Ultra S&P500 position peaked at $1.01M in Q2 2025.
  • 242 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.