Evolution Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Evolution Wealth Advisors’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	$1.55M	Sell	23,064 -70	-0.3%	-$4.48K	0.18%	63
2026 Q1	$1.2M	Buy	23,134 +8	+0%	+$457	0.12%	65
2025 Q4	$1.34M	Buy	23,126 +62	+0.3%	+$3.55K	0.14%	61
2025 Q3	$1.29M	Hold	23,064	–	–	0.17%	62
2025 Q2	$1.13M	Hold	23,064	–	–	0.17%	67
2025 Q1	$955K	Hold	23,064	–	–	0.16%	64
2024 Q4	$1.07M	Hold	23,064	–	–	0.18%	61
2024 Q3	$1.04M	Hold	23,064	–	–	0.19%	59
2024 Q2	$953K	Hold	23,064	–	–	0.19%	61
2024 Q1	$894K	Hold	23,064	–	–	0.17%	62
2023 Q4	$750K	Hold	23,064	–	–	0.15%	65
2023 Q3	$616K	Hold	23,064	–	–	0.14%	65
2023 Q2	$671K	Hold	23,064	–	–	0.15%	62
2023 Q1	$579K	Hold	23,064	–	–	0.14%	61
2022 Q4	$513K	Hold	23,064	–	–	0.13%	71
2022 Q3	$458K	Hold	23,064	–	–	0.13%	71
2022 Q2	$518K	Hold	23,064	–	–	0.13%	71
2022 Q1	$757K	Hold	23,064	–	–	0.16%	61
2021 Q4	$844K	Hold	23,064	–	–	0.13%	55
2021 Q3	$691K	Hold	23,064	–	–	0.15%	53
2021 Q2	$688K	Hold	23,064	–	–	0.14%	67
2021 Q1	$590K	Hold	23,064	–	–	0.13%	72
2020 Q4	$527K	Hold	23,064	–	–	0.12%	70
2020 Q3	$424K	Hold	23,064	–	–	0.12%	68
2020 Q2	$361K	Hold	23,064	–	–	0.12%	63
2020 Q1	$257K	Buy	+23,064	New	+$390K	0.1%	55
2019 Q4	–	Sell	-23,064	Closed	-$370K	–	692
2019 Q3	$370K	Buy	+23,064	New	+$367K	0.18%	25

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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 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

Evolution Wealth Advisors's SSO Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 0.3% in Q2 2026, selling an estimated $4.48K and leaving 23,064 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #63.

Evolution Wealth Advisors first reported a position in SSO in Q3 2019 and has held it in 27 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Evolution Wealth Advisors held 23,064 shares of ProShares Ultra S&P500 worth $1.55M as of Q2 2026.
Evolution Wealth Advisors sold 70 ProShares Ultra S&P500 shares in Q2 2026, an estimated $4.48K.
ProShares Ultra S&P500 made up 0.18% of Evolution Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Evolution Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q3 2019 and has held it in 27 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.