GVAG
SSO icon

Great Valley Advisor Group’s ProShares Ultra S&P500 SSO Stock Holding History

Great Valley Advisor Group’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 		$311K Hold
6,004
– – 0.01% 809
2025
Q4 		$348K Sell
6,004
-230
-4% -$13.2K 0.01% 742
2025
Q3 		$350K Sell
6,234
-2,286
-27% -$119K 0.01% 726
2025
Q2 		$416K Hold
8,520
– – 0.01% 655
2025
Q1 		$353K Sell
8,520
-20
-0.2% -$923 0.01% 675
2024
Q4 		$395K Buy
8,540
+20
+0.2% +$942 0.01% 625
2024
Q3 		$384K Hold
8,520
– – 0.01% 625
2024
Q2 		$352K Hold
8,520
– – 0.01% 607
2024
Q1 		$330K Hold
8,520
– – 0.01% 582
2023
Q4 		$277K Hold
8,520
– – 0.01% 601
2023
Q3 		$227K Hold
8,520
– – 0.01% 602
2023
Q2 		$248K Sell
8,520
-2,128
-20% -$55.7K 0.01% 613
2023
Q1 		$267K Hold
10,648
– – 0.01% 576
2022
Q4 		$237K Hold
10,648
– – 0.01% 614
2022
Q3 		$211K Sell
10,648
-512
-5% -$12.7K 0.01% 620
2022
Q2 		$251K Buy
+11,160
New +$299K 0.01% 586

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
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 $9.96B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return