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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
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

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VisionPoint Advisory Group's SSO Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 9,057 shares — an estimated $525K sold.

VisionPoint Advisory Group first reported a position in SSO in Q3 2025 and held it in 2 quarters. The position peaked at $1.97M in Q3 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • VisionPoint Advisory Group reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 9,057 ProShares Ultra S&P500 shares in Q1 2026, an estimated $525K.
  • VisionPoint Advisory Group first reported a position in ProShares Ultra S&P500 in Q3 2025 and held it in 2 quarters.
  • VisionPoint Advisory Group's ProShares Ultra S&P500 position peaked at $1.97M in Q3 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.