VFG
SSO icon

Valley Financial Group’s ProShares Ultra S&P500 SSO Stock Holding History

Valley Financial Group’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
Q4 		– Sell
-4,366
Closed -$245K – 68
2025
Q3 		$245K Buy
+4,366
New +$228K 0.14% 55
2024
Q3 		– Sell
-5,436
Closed -$225K – 60
2024
Q2 		$225K Buy
+5,436
New +$209K 0.17% 53

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Valley Financial Group's SSO Position: Q4 2025 in Review

Valley Financial Group sold out of ProShares Ultra S&P500 (SSO) in Q4 2025, closing a stake of 4,366 shares — an estimated $245K sold.

Valley Financial Group first reported a position in SSO in Q2 2024 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 263 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

  • Valley Financial Group reported no remaining ProShares Ultra S&P500 position as of Q4 2025 after selling out during the quarter.
  • Valley Financial Group sold 4,366 ProShares Ultra S&P500 shares in Q4 2025, an estimated $245K.
  • Valley Financial Group first reported a position in ProShares Ultra S&P500 in Q2 2024 and held it in 2 quarters.
  • Valley Financial Group's ProShares Ultra S&P500 position peaked at $245K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on Valley Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.