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Fiduciary Alliance’s ProShares Ultra S&P500 SSO Stock Holding History

Fiduciary Alliance’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 		$6.84M Buy
+98,600
New +$6.82M 0.52% 49

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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fiduciary Alliance's SSO Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2026: 98,600 shares worth $6.84M. The stake represents 0.52% of the portfolio and ranks #49 among its holdings.

26 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Fiduciary Alliance held 98,600 shares of ProShares Ultra S&P500 worth $6.84M as of Q3 2026.
  • ProShares Ultra S&P500 was a new Fiduciary Alliance position in Q3 2026.
  • ProShares Ultra S&P500 made up 0.52% of Fiduciary Alliance's portfolio in Q3 2026, its #49 holding.
  • 26 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.