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

OneDigital Investment 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
2025 Q4	–	Sell	-4,134	Closed	-$232K	–	1587
2025 Q3	$232K	Buy	+4,134	New	+$216K	﹤0.01%	1347
2024 Q3	–	Sell	-5,002	Closed	-$207K	–	1466
2024 Q2	$207K	Buy	+5,002	New	+$192K	﹤0.01%	1282
2022 Q2	–	Sell	-46,562	Closed	-$1.53M	–	785
2022 Q1	$1.53M	Sell	46,562 -49,806	-52%	-$1.59M	0.06%	199
2021 Q4	$3.53M	Buy	+96,368	New	+$3.3M	0.12%	111
2021 Q3	–	Sell	-10,660	Closed	-$318K	–	807
2021 Q2	$318K	Buy	+10,660	New	+$302K	0.01%	537

Other funds holding SSO

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

SCM

Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

OneDigital Investment Advisors's SSO Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of ProShares Ultra S&P500 (SSO) in Q4 2025, closing a stake of 4,134 shares — an estimated $232K sold.

OneDigital Investment Advisors first reported a position in SSO in Q2 2021 and held it in 5 quarters. The position peaked at $3.53M in Q4 2021. 262 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

OneDigital Investment Advisors reported no remaining ProShares Ultra S&P500 position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 4,134 ProShares Ultra S&P500 shares in Q4 2025, an estimated $232K.
OneDigital Investment Advisors first reported a position in ProShares Ultra S&P500 in Q2 2021 and held it in 5 quarters.
OneDigital Investment Advisors's ProShares Ultra S&P500 position peaked at $3.53M in Q4 2021.
262 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.