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 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	$844	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

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 $3.31B AUM 38.78% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evolution Wealth Advisors's SSO Position: Q1 2026 in Review

Evolution Wealth Advisors increased its ProShares Ultra S&P500 (SSO) stake by 0.03% in Q1 2026, buying an estimated $457 and bringing the position to 23,134 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #65.

Evolution Wealth Advisors first reported a position in SSO in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

Evolution Wealth Advisors held 23,134 shares of ProShares Ultra S&P500 worth $1.2M as of Q1 2026.
Evolution Wealth Advisors bought 8 ProShares Ultra S&P500 shares in Q1 2026, an estimated $457.
ProShares Ultra S&P500 made up 0.12% of Evolution Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Evolution Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q3 2019 and has held it in 26 quarters since.
Evolution Wealth Advisors's ProShares Ultra S&P500 position peaked at $1.34M in Q4 2025.
213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.