SPIA
SSO icon

Steward Partners Investment Advisory’s ProShares Ultra S&P500 SSO Stock Holding History

Steward Partners Investment Advisory’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 		$16.6K Hold
320
– – ﹤0.01% 3319
2025
Q4 		$18.5K Hold
320
– – ﹤0.01% 3173
2025
Q3 		$17.9K Hold
320
– – ﹤0.01% 3144
2025
Q2 		$15.6K Hold
320
– – ﹤0.01% 3015
2025
Q1 		$13.2K Hold
320
– – ﹤0.01% 2973
2024
Q4 		$14.8K Hold
320
– – ﹤0.01% 2927
2024
Q3 		$14.4K Hold
320
– – ﹤0.01% 2801
2024
Q2 		$13.2K Hold
320
– – ﹤0.01% 2702
2024
Q1 		$12.4K Buy
+320
New +$11.3K ﹤0.01% 2729

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