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Heritage Oak Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Heritage Oak Wealth 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
2025
Q2 		– Sell
-131,526
Closed -$5.44M – 79
2025
Q1 		$5.44M Buy
+131,526
New +$6.07M 2.39% 7

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Heritage Oak Wealth Advisors's SSO Position: Q2 2025 in Review

Heritage Oak Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q2 2025, closing a stake of 131,526 shares — an estimated $5.44M sold.

Heritage Oak Wealth Advisors first reported a position in SSO in Q1 2025 and held it in 1 quarter. The position peaked at $5.44M in Q1 2025. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

  • Heritage Oak Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q2 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 131,526 ProShares Ultra S&P500 shares in Q2 2025, an estimated $5.44M.
  • Heritage Oak Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q1 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's ProShares Ultra S&P500 position peaked at $5.44M in Q1 2025.
  • 228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.