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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
Q3 		$2.78M Hold
40,036
– – 0.06% 144
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

TCI
Turner Capital Investments Austin, Texas $118M AUM
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Valeo Financial Advisors's SSO Position: Q3 2026 in Review

Valeo Financial Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 40,036 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #144.

Valeo Financial Advisors first reported a position in SSO in Q3 2017 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Valeo Financial Advisors held 40,036 shares of ProShares Ultra S&P500 worth $2.78M as of Q3 2026.
  • Valeo Financial Advisors left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
  • ProShares Ultra S&P500 made up 0.06% of Valeo Financial Advisors's portfolio in Q3 2026, its #144 holding.
  • Valeo Financial Advisors first reported a position in ProShares Ultra S&P500 in Q3 2017 and has held it in 7 quarters since.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.