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
Q1 		$7.23M Buy
139,425
+62,232
+81% +$3.56M 0.03% 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 0.04% 280
2025
Q1 		$6.95M Sell
167,578
-2,062
-1% -$95.1K 0.04% 291
2024
Q4 		$7.85M Sell
169,640
-2,196
-1% -$103K 0.05% 253
2024
Q3 		$7.75M Sell
171,836
-244
-0.1% -$10.3K 0.06% 244
2024
Q2 		$7.12M Sell
172,080
-4,418
-3% -$170K 0.06% 238
2024
Q1 		$6.84M Sell
176,498
-49,964
-22% -$1.77M 0.06% 230
2023
Q4 		$7.37M Sell
226,462
-9,392
-4% -$270K 0.07% 208
2023
Q3 		$6.29M Buy
235,854
+7,388
+3% +$215K 0.07% 196
2023
Q2 		$6.64M Sell
228,466
-8,402
-4% -$220K 0.08% 185
2023
Q1 		$5.95M Buy
236,868
+215,386
+1,003% +$5.16M 0.08% 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

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return