VisionPoint Advisory Group
SSO icon

VisionPoint Advisory Group’s ProShares Ultra S&P500 SSO Stock Holding History

VisionPoint Advisory 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
2026
Q3 		$874K Buy
+12,605
New +$872K 0.14% 162
2026
Q1 		– Sell
-9,057
Closed -$525K – 475
2025
Q4 		$525K Sell
9,057
-26,055
-74% -$1.49M 0.1% 203
2025
Q3 		$1.97M Buy
+35,112
New +$1.83M 0.39% 69

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

VisionPoint Advisory Group's SSO Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2026: 12,605 shares worth $874K. The stake represents 0.14% of the portfolio and ranks #162 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in SSO as recently as Q4 2025.

VisionPoint Advisory Group first reported a position in SSO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.97M in Q3 2025. 64 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • VisionPoint Advisory Group held 12,605 shares of ProShares Ultra S&P500 worth $874K as of Q3 2026.
  • ProShares Ultra S&P500 was a new VisionPoint Advisory Group position in Q3 2026.
  • ProShares Ultra S&P500 made up 0.14% of VisionPoint Advisory Group's portfolio in Q3 2026, its #162 holding.
  • VisionPoint Advisory Group first reported a position in ProShares Ultra S&P500 in Q3 2025 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's ProShares Ultra S&P500 position peaked at $1.97M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.