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Farther Finance Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Farther Finance 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
Q3 		$1.19M Sell
17,111
-22,458
-57% -$1.55M 0.01% 1028
2026
Q2 		$2.67M Buy
39,569
+33,622
+565% +$2.15M 0.02% 620
2026
Q1 		$313K Sell
5,947
-26,198
-81% -$1.5M ﹤0.01% 1702
2025
Q4 		$1.86M Buy
32,145
+4,167
+15% +$238K 0.02% 615
2025
Q3 		$1.57M Buy
27,978
+17,420
+165% +$909K 0.02% 539
2025
Q2 		$516K Sell
10,558
-12,440
-54% -$525K 0.01% 892
2025
Q1 		$958K Buy
22,998
+5,162
+29% +$238K 0.02% 524
2024
Q4 		$825K Buy
17,836
+2,540
+17% +$120K 0.03% 428
2024
Q3 		$690K Sell
15,296
-4,970
-25% -$210K 0.03% 473
2024
Q2 		$841K Buy
+20,266
New +$779K 0.04% 340

Other funds holding SSO

TCI
Turner Capital Investments Austin, Texas $118M AUM
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Farther Finance Advisors's SSO Position: Q3 2026 in Review

Farther Finance Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 57% in Q3 2026, selling an estimated $1.55M and leaving 17,111 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1028.

Farther Finance Advisors first reported a position in SSO in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.67M in Q2 2026. 18 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Farther Finance Advisors held 17,111 shares of ProShares Ultra S&P500 worth $1.19M as of Q3 2026.
  • Farther Finance Advisors sold 22,458 ProShares Ultra S&P500 shares in Q3 2026, an estimated $1.55M.
  • ProShares Ultra S&P500 made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1028 holding.
  • Farther Finance Advisors first reported a position in ProShares Ultra S&P500 in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's ProShares Ultra S&P500 position peaked at $2.67M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.