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	–	1429
2017 Q3	$589K	Buy	+48,688	New	+$565K	0.13%	113

Other funds holding SSO

HCM

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

MSG

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFIM

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Valeo Financial Advisors's SSO Position: Q2 2026 in Review

Valeo Financial Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 40,036 shares worth $2.7M. The position accounts for 0.06% of the portfolio, ranked #141.

Valeo Financial Advisors first reported a position in SSO in Q3 2017 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Valeo Financial Advisors held 40,036 shares of ProShares Ultra S&P500 worth $2.7M as of Q2 2026.
Valeo Financial Advisors left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #141 holding.
Valeo Financial Advisors first reported a position in ProShares Ultra S&P500 in Q3 2017 and has held it in 6 quarters since.
239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.