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

Sheaff Brock 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
Q1 		$911K Sell
22,000
-3,000
-12% -$138K 0.08% 181
2024
Q4 		$1.16M Hold
25,000
– – 0.1% 153
2024
Q3 		$1.13M Hold
25,000
– – 0.1% 157
2024
Q2 		$1.03M Sell
25,000
-9,666
-28% -$372K 0.1% 162
2024
Q1 		$1.34M Hold
34,666
– – 0.08% 150
2023
Q4 		$1.13M Hold
34,666
– – 0.09% 162
2023
Q3 		$925K Buy
34,666
+164
+0.5% +$4.76K 0.08% 172
2023
Q2 		$1M Hold
34,502
– – 0.08% 171
2023
Q1 		$866K Hold
34,502
– – 0.08% 188
2022
Q4 		$767K Hold
34,502
– – 0.08% 197
2022
Q3 		$685K Hold
34,502
– – 0.07% 198
2022
Q2 		$775K Hold
34,502
– – 0.06% 189
2022
Q1 		$1.13M Buy
34,502
+1,038
+3% +$33.2K 0.08% 165
2021
Q4 		$1.22M Hold
33,464
– – 0.08% 161
2021
Q3 		$1M Sell
33,464
-612
-2% -$19.3K 0.07% 172
2021
Q2 		$1.02M Hold
34,076
– – 0.07% 173
2021
Q1 		$872K Sell
34,076
-412
-1% -$9.97K 0.07% 169
2020
Q4 		$788K Hold
34,488
– – 0.07% 173
2020
Q3 		$633K Buy
34,488
+1,072
+3% +$19.3K 0.06% 193
2020
Q2 		$522K Buy
+33,416
New +$473K 0.05% 217
2020
Q1 		– Sell
-48,296
Closed -$911K – 485
2019
Q4 		$911K Hold
48,296
– – 0.09% 159
2019
Q3 		$775K Hold
48,296
– – 0.08% 176
2019
Q2 		$761K Sell
48,296
-120
-0.2% -$1.82K 0.08% 182
2019
Q1 		$713K Hold
48,416
– – 0.09% 198
2018
Q4 		$562K Hold
48,416
– – 0.09% 211
2018
Q3 		$772K Sell
48,416
-1,600
-3% -$24.4K 0.07% 196
2018
Q2 		$696K Hold
50,016
– – 0.07% 204
2018
Q1 		$659K Sell
50,016
-3,200
-6% -$45.5K 0.07% 210
2017
Q4 		$728K Sell
53,216
-37,488
-41% -$485K 0.09% 198
2017
Q3 		$1.1M Sell
90,704
-35,880
-28% -$416K 0.14% 133
2017
Q2 		$1.42M Sell
126,584
-6,840
-5% -$74.8K 0.19% 110
2017
Q1 		$1.42M Buy
133,424
+8,024
+6% +$82.4K 0.18% 112
2016
Q4 		$1.19M Buy
125,400
+79,528
+173% +$719K 0.15% 130
2016
Q3 		$407K Hold
45,872
– – 0.05% 300
2016
Q2 		$380K Sell
45,872
-2,880
-6% -$23.4K 0.05% 327
2016
Q1 		$389K Buy
48,752
+2,880
+6% +$20.7K 0.05% 332
2015
Q4 		$361K Buy
+45,872
New +$365K 0.04% 371

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Sheaff Brock Investment Advisors's SSO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 12% in Q1 2025, selling an estimated $138K and leaving 22,000 shares worth $911K. The position accounts for 0.08% of the portfolio, ranked #181.

Sheaff Brock Investment Advisors first reported a position in SSO in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.42M in Q2 2017. 211 funds tracked by Wall St. Rank hold SSO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 22,000 shares of ProShares Ultra S&P500 worth $911K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 3,000 ProShares Ultra S&P500 shares in Q1 2025, an estimated $138K.
  • ProShares Ultra S&P500 made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #181 holding.
  • Sheaff Brock Investment Advisors first reported a position in ProShares Ultra S&P500 in Q4 2015 and has held it in 37 quarters since.
  • Sheaff Brock Investment Advisors's ProShares Ultra S&P500 position peaked at $1.42M in Q2 2017.
  • 211 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.