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Independent Advisor Alliance’s ProShares Ultra S&P500 SSO Stock Holding History

Independent Advisor Alliance’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 		– Sell
-9,468
Closed -$491K – 1559
2026
Q1 		$491K Buy
+9,468
New +$541K 0.01% 1115
2025
Q1 		– Sell
-13,468
Closed -$623K – 1304
2024
Q4 		$623K Buy
+13,468
New +$634K 0.01% 883

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 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
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

Independent Advisor Alliance's SSO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 9,468 shares — an estimated $491K sold.

Independent Advisor Alliance first reported a position in SSO in Q4 2024 and held it in 2 quarters. The position peaked at $623K in Q4 2024. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,468 ProShares Ultra S&P500 shares in Q2 2026, an estimated $491K.
  • Independent Advisor Alliance first reported a position in ProShares Ultra S&P500 in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's ProShares Ultra S&P500 position peaked at $623K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.