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

Valeo 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
2026 Q2	$2.7M	Hold	40,036	–	–	0.06%	141
2026 Q1	$2.08M	Hold	40,036	–	–	0.05%	156
2025 Q4	$2.32M	Hold	40,036	–	–	0.05%	161
2025 Q3	$2.24M	Sell	40,036 -228	-0.6%	-$11.9K	0.05%	151
2025 Q2	$1.97M	Buy	+40,264	New	+$1.7M	0.05%	175
2017 Q4	–	Sell	-48,688	Closed	-$589K	–	1484
2017 Q3	$589K	Buy	+48,688	New	+$565K	0.14%	113

Other funds holding SSO

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

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return