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 Q2	$405K	Hold	6,004	–	–	0.01%	783
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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Great Valley Advisor Group's SSO Position: Q2 2026 in Review

Great Valley Advisor Group held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 6,004 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #783.

Great Valley Advisor Group first reported a position in SSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $416K in Q2 2025. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Great Valley Advisor Group held 6,004 shares of ProShares Ultra S&P500 worth $405K as of Q2 2026.
Great Valley Advisor Group left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #783 holding.
Great Valley Advisor Group first reported a position in ProShares Ultra S&P500 in Q2 2022 and has held it in 17 quarters since.
Great Valley Advisor Group's ProShares Ultra S&P500 position peaked at $416K in Q2 2025.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.