IFP Advisors
SSO icon

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

IFP 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
Q3 		$2.43K Hold
35
– – ﹤0.01% 4140
2026
Q2 		$2.36K Buy
+35
New +$2.24K ﹤0.01% 4165
2023
Q3 		– Sell
-14,420
Closed -$419K – 3528
2023
Q2 		$419K Buy
14,420
+2,414
+20% +$63.2K 0.02% 710
2023
Q1 		$728K Sell
12,006
-42,624
-78% -$1.02M 0.03% 475
2022
Q4 		$3.31M Sell
54,630
-16,130
-23% -$366K 0.09% 234
2022
Q3 		$4.3M Buy
70,760
+17,364
+33% +$430K 0.11% 182
2022
Q2 		$3.24M Hold
53,396
– – 0.1% 227
2022
Q1 		$3.24M Buy
+53,396
New +$1.71M 0.1% 226
2020
Q1 		– Sell
-6,648
Closed -$127K – 2990
2019
Q4 		$127K Sell
6,648
-15,720
-70% -$271K 0.01% 829
2019
Q3 		$355K Buy
+22,368
New +$356K 0.02% 579
2019
Q1 		$126K Sell
8,560
-5,520
-39% -$75.2K 0.02% 608
2018
Q4 		$160K Sell
14,080
-1,520
-10% -$20.7K 0.01% 956
2018
Q3 		$249K Sell
15,600
-3,320
-18% -$50.7K 0.01% 964
2018
Q2 		$263K Buy
18,920
+11,224
+146% +$155K 0.01% 931
2018
Q1 		$105K Hold
7,696
– – ﹤0.01% 1358
2017
Q4 		$105K Sell
7,696
-28,512
-79% -$369K ﹤0.01% 1370
2017
Q3 		$438K Sell
36,208
-24,568
-40% -$285K 0.02% 741
2017
Q2 		$680K Buy
60,776
+23,808
+64% +$260K 0.03% 553
2017
Q1 		$392K Sell
36,968
-23,200
-39% -$238K 0.02% 786
2016
Q4 		$573K Buy
60,168
+37,208
+162% +$336K 0.03% 567
2016
Q3 		$204K Buy
22,960
+8
+0% +$71 0.01% 998
2016
Q2 		$190K Buy
22,952
+14,392
+168% +$117K 0.01% 995
2016
Q1 		$126K Sell
8,560
-12,440
-59% -$89.3K 0.02% 609
2015
Q4 		$165K Buy
+21,000
New +$167K 0.01% 927

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
TTP Investments
TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

IFP Advisors's SSO Position: Q3 2026 in Review

IFP Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 35 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

IFP Advisors first reported a position in SSO in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.3M in Q3 2022. 176 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • IFP Advisors held 35 shares of ProShares Ultra S&P500 worth $2.43K as of Q3 2026.
  • IFP Advisors left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4140 holding.
  • IFP Advisors first reported a position in ProShares Ultra S&P500 in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's ProShares Ultra S&P500 position peaked at $4.3M in Q3 2022.
  • 176 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.