LPL Financial
SSO icon

LPL Financial’s ProShares Ultra S&P500 SSO Stock Holding History

LPL Financial’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 		$3.24M Sell
62,546
-2,112
-3% -$121K ﹤0.01% 3035
2025
Q4 		$3.74M Sell
64,658
-25,418
-28% -$1.45M ﹤0.01% 2808
2025
Q3 		$5.05M Buy
90,076
+38,096
+73% +$1.99M ﹤0.01% 2451
2025
Q2 		$2.54M Buy
51,980
+26,222
+102% +$1.11M ﹤0.01% 2899
2025
Q1 		$1.07M Buy
25,758
+8,072
+46% +$372K ﹤0.01% 3499
2024
Q4 		$818K Sell
17,686
-4,332
-20% -$204K ﹤0.01% 3671
2024
Q3 		$993K Sell
22,018
-5,696
-21% -$240K ﹤0.01% 3417
2024
Q2 		$1.14M Buy
27,714
+2,546
+10% +$97.9K ﹤0.01% 3123
2024
Q1 		$976K Sell
25,168
-4,942
-16% -$175K ﹤0.01% 3205
2023
Q4 		$980K Buy
30,110
+1,848
+7% +$53.1K ﹤0.01% 3069
2023
Q3 		$754K Sell
28,262
-4,802
-15% -$139K ﹤0.01% 3146
2023
Q2 		$961K Buy
33,064
+4,952
+18% +$130K ﹤0.01% 2865
2023
Q1 		$706K Sell
28,112
-6,038
-18% -$145K ﹤0.01% 3050
2022
Q4 		$759K Buy
34,150
+14,554
+74% +$330K ﹤0.01% 2871
2022
Q3 		$389K Sell
19,596
-5,100
-21% -$126K ﹤0.01% 3370
2022
Q2 		$554K Buy
24,696
+180
+0.7% +$4.82K ﹤0.01% 3118
2022
Q1 		$804K Sell
24,516
-3,764
-13% -$120K ﹤0.01% 2797
2021
Q4 		$1.03M Buy
28,280
+4,104
+17% +$140K ﹤0.01% 2628
2021
Q3 		$724K Buy
24,176
+1,724
+8% +$54.5K ﹤0.01% 2875
2021
Q2 		$670K Buy
22,452
+1,912
+9% +$54.1K ﹤0.01% 2900
2021
Q1 		$525K Buy
20,540
+1,628
+9% +$39.4K ﹤0.01% 2979
2020
Q4 		$432K Sell
18,912
-1,744
-8% -$35.8K ﹤0.01% 2888
2020
Q3 		$379K Sell
20,656
-142,936
-87% -$2.57M ﹤0.01% 2711
2020
Q2 		$2.56M Buy
163,592
+78,752
+93% +$1.11M ﹤0.01% 1220
2020
Q1 		$943K Sell
84,840
-17,736
-17% -$300K ﹤0.01% 1654
2019
Q4 		$1.93M Sell
102,576
-64,816
-39% -$1.12M ﹤0.01% 1382
2019
Q3 		$2.69M Sell
167,392
-14,952
-8% -$238K 0.01% 1083
2019
Q2 		$2.87M Buy
182,344
+72
+0% +$1.09K 0.01% 1045
2019
Q1 		$2.68M Buy
182,272
+9,536
+6% +$130K 0.01% 1030
2018
Q4 		$2M Sell
172,736
-3,168
-2% -$43.1K 0.01% 1076
2018
Q3 		$2.8M Buy
175,904
+2,936
+2% +$44.8K 0.01% 978
2018
Q2 		$2.41M Buy
172,968
+6,768
+4% +$93.2K 0.01% 1023
2018
Q1 		$2.19M Sell
166,200
-16,504
-9% -$235K 0.01% 1056
2017
Q4 		$2.5M Buy
182,704
+3,568
+2% +$46.2K 0.01% 936
2017
Q3 		$2.17M Sell
179,136
-22,912
-11% -$266K 0.01% 947
2017
Q2 		$2.26M Sell
202,048
-55,256
-21% -$605K 0.01% 858
2017
Q1 		$2.72M Sell
257,304
-80,352
-24% -$825K 0.02% 679
2016
Q4 		$3.26M Sell
337,656
-98,664
-23% -$892K 0.02% 570
2016
Q3 		$3.81M Sell
436,320
-118,200
-21% -$1.04M 0.04% 481
2016
Q2 		$4.6M Sell
554,520
-1,506,728
-73% -$12.2M 0.04% 406
2016
Q1 		$16.2M Sell
2,061,248
-345,744
-14% -$2.48M 0.05% 315
2015
Q4 		$18.5M Buy
2,406,992
+1,160,144
+93% +$9.24M 0.05% 294
2015
Q3 		$9.29M Sell
1,246,848
-27,640
-2% -$216K 0.05% 306
2015
Q2 		$10.4M Sell
1,274,488
-702,392
-36% -$5.88M 0.05% 312
2015
Q1 		$15.9M Sell
1,976,880
-190,912
-9% -$1.54M 0.08% 218
2014
Q4 		$17.4M Buy
2,167,792
+1,158,096
+115% +$8.85M 0.1% 196
2014
Q3 		$7.23M Sell
1,009,696
-178,288
-15% -$1.31M 0.04% 343
2014
Q2 		$8.6M Buy
1,187,984
+72,928
+7% +$495K 0.05% 308
2014
Q1 		$7.34M Sell
1,115,056
-68,560
-6% -$433K 0.05% 334
2013
Q4 		$7.59M Buy
1,183,616
+99,168
+9% +$581K 0.05% 326
2013
Q3 		$5.92M Sell
1,084,448
-231,888
-18% -$1.21M 0.04% 367
2013
Q2 		$6.31M Buy
+1,316,336
New +$6.35M 0.05% 316

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 $3.31B AUM 38.78% 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 $666B 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 $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial's SSO Position: Q1 2026 in Review

LPL Financial reduced its ProShares Ultra S&P500 (SSO) stake by 3.3% in Q1 2026, selling an estimated $121K and leaving 62,546 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

LPL Financial first reported a position in SSO in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.5M in Q4 2015. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • LPL Financial held 62,546 shares of ProShares Ultra S&P500 worth $3.24M as of Q1 2026.
  • LPL Financial sold 2,112 ProShares Ultra S&P500 shares in Q1 2026, an estimated $121K.
  • ProShares Ultra S&P500 made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3035 holding.
  • LPL Financial first reported a position in ProShares Ultra S&P500 in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's ProShares Ultra S&P500 position peaked at $18.5M in Q4 2015.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.