Wealthspire Advisors (New York)’s ProShares Ultra S&P500 SSO Stock Holding History

Wealthspire Advisors (New York)’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	-2,196	Closed	-$123K	–	2647
2025 Q3	$123K	Buy	+2,196	New	+$115K	﹤0.01%	948
2025 Q2	–	Sell	-7,542	Closed	-$313K	–	873
2025 Q1	$313K	Hold	7,542	–	–	﹤0.01%	634
2024 Q4	$349K	Buy	7,542 +2,220	+42%	+$105K	﹤0.01%	613
2024 Q3	$240K	Buy	5,322 +12	+0.2%	+$506	﹤0.01%	670
2024 Q2	$220K	Hold	5,310	–	–	﹤0.01%	604
2024 Q1	$206K	Buy	+5,310	New	+$188K	﹤0.01%	599
2022 Q1	–	Sell	-5,780	Closed	-$212K	–	539
2021 Q4	$212K	Buy	+5,780	New	+$198K	﹤0.01%	512

Other funds holding SSO

HCM

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

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

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

CFIM

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 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

Wealthspire Advisors (New York)'s SSO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ProShares Ultra S&P500 (SSO) in Q4 2025, closing a stake of 2,196 shares — an estimated $123K sold.

Wealthspire Advisors (New York) first reported a position in SSO in Q4 2021 and held it in 7 quarters. The position peaked at $349K in Q4 2024. 264 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining ProShares Ultra S&P500 position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,196 ProShares Ultra S&P500 shares in Q4 2025, an estimated $123K.
Wealthspire Advisors (New York) first reported a position in ProShares Ultra S&P500 in Q4 2021 and held it in 7 quarters.
Wealthspire Advisors (New York)'s ProShares Ultra S&P500 position peaked at $349K in Q4 2024.
264 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.