Lido Advisors
SSO icon

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

Lido 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
Q2 		$7.99M Sell
118,600
-20,825
-15% -$1.33M 0.02% 394
2026
Q1 		$7.23M Buy
139,425
+62,232
+81% +$3.56M 0.02% 381
2025
Q4 		$8.38M Sell
77,193
-72,183
-48% -$4.13M 0.03% 350
2025
Q3 		$8.37M Sell
149,376
-18,746
-11% -$978K 0.03% 335
2025
Q2 		$8.23M Buy
168,122
+544
+0.3% +$23K 0.03% 280
2025
Q1 		$6.95M Sell
167,578
-2,062
-1% -$95.1K 0.03% 291
2024
Q4 		$7.85M Sell
169,640
-2,196
-1% -$103K 0.04% 253
2024
Q3 		$7.75M Sell
171,836
-244
-0.1% -$10.3K 0.04% 244
2024
Q2 		$7.12M Sell
172,080
-4,418
-3% -$170K 0.04% 238
2024
Q1 		$6.84M Sell
176,498
-49,964
-22% -$1.77M 0.04% 230
2023
Q4 		$7.37M Sell
226,462
-9,392
-4% -$270K 0.05% 208
2023
Q3 		$6.29M Buy
235,854
+7,388
+3% +$215K 0.05% 196
2023
Q2 		$6.64M Sell
228,466
-8,402
-4% -$220K 0.05% 185
2023
Q1 		$5.95M Buy
236,868
+215,386
+1,003% +$5.16M 0.06% 185
2022
Q4 		$477K Buy
21,482
+84
+0.4% +$1.91K 0.01% 606
2022
Q3 		$424K Hold
21,398
– – 0.01% 603
2022
Q2 		$480K Buy
21,398
+80
+0.4% +$2.14K 0.01% 559
2022
Q1 		$699K Buy
21,318
+10
+0% +$320 0.01% 486
2021
Q4 		$779K Buy
21,308
+100
+0.5% +$3.42K 0.01% 475
2021
Q3 		$635K Buy
+21,208
New +$670K 0.01% 510

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

Lido Advisors's SSO Position: Q2 2026 in Review

Lido Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 15% in Q2 2026, selling an estimated $1.33M and leaving 118,600 shares worth $7.99M. The position accounts for 0.02% of the portfolio, ranked #394.

Lido Advisors first reported a position in SSO in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.38M in Q4 2025. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Lido Advisors held 118,600 shares of ProShares Ultra S&P500 worth $7.99M as of Q2 2026.
  • Lido Advisors sold 20,825 ProShares Ultra S&P500 shares in Q2 2026, an estimated $1.33M.
  • ProShares Ultra S&P500 made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #394 holding.
  • Lido Advisors first reported a position in ProShares Ultra S&P500 in Q3 2021 and has held it in 20 quarters since.
  • Lido Advisors's ProShares Ultra S&P500 position peaked at $8.38M in Q4 2025.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.