SFA
SSO icon

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

Sequoia Financial 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
Q2 		– Sell
-16,348
Closed -$677K – 1635
2025
Q1 		$677K Sell
16,348
-408
-2% -$18.8K 0.01% 748
2024
Q4 		$775K Buy
16,756
+482
+3% +$22.7K 0.01% 661
2024
Q3 		$734K Buy
16,274
+38
+0.2% +$1.6K 0.01% 633
2024
Q2 		$671K Hold
16,236
– – 0.01% 595
2024
Q1 		$629K Buy
+16,236
New +$574K 0.01% 614

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 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
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Sequoia Financial Advisors's SSO Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of ProShares Ultra S&P500 (SSO) in Q2 2025, closing a stake of 16,348 shares — an estimated $677K sold.

Sequoia Financial Advisors first reported a position in SSO in Q1 2024 and held it in 5 quarters. The position peaked at $775K in Q4 2024. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining ProShares Ultra S&P500 position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 16,348 ProShares Ultra S&P500 shares in Q2 2025, an estimated $677K.
  • Sequoia Financial Advisors first reported a position in ProShares Ultra S&P500 in Q1 2024 and held it in 5 quarters.
  • Sequoia Financial Advisors's ProShares Ultra S&P500 position peaked at $775K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.