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Foundations Investment Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Foundations Investment 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 		$828K Buy
15,957
+617
+4% +$35.3K 0.01% 571
2025
Q4 		$888K Sell
15,340
-1,166
-7% -$66.7K 0.01% 542
2025
Q3 		$925K Sell
16,506
-2,066
-11% -$108K 0.01% 490
2025
Q2 		$907K Sell
18,572
-1,518
-8% -$64.1K 0.01% 457
2025
Q1 		$832K Sell
20,090
-117,430
-85% -$5.42M 0.02% 446
2024
Q4 		$6.36M Buy
137,520
+104,164
+312% +$4.9M 0.12% 155
2024
Q3 		$1.5M Sell
33,356
-203,598
-86% -$8.59M 0.03% 309
2024
Q2 		$9.79M Buy
236,954
+216,720
+1,071% +$8.33M 0.24% 84
2024
Q1 		$784K Sell
20,234
-27,788
-58% -$983K 0.02% 369
2023
Q4 		$1.64M Buy
48,022
+33,710
+236% +$969K 0.04% 248
2023
Q3 		$382K Sell
14,312
-137,406
-91% -$3.99M 0.01% 453
2023
Q2 		$4.41M Buy
151,718
+21,644
+17% +$566K 0.15% 101
2023
Q1 		$3.26M Buy
+130,074
New +$3.12M 0.12% 115

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 $2.93B AUM 26.08% 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return