Purchases and Sales Made in Q2 2025 in Proshares Ultra S&P 500 (SSO)
This table provides information about the institutional ownership of Proshares Ultra S&P 500 (SSO) during Q2 2025. The information is specifically focused on institutions that hold shares of PROSHARES ULTRA S&P 500.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
4.73MNew |
$306M - $462M
|
4.73M
$484M
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
236KNew |
$15.3M - $23.1M
|
236K
$24.2M
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
144KNew |
$9.3M - $14M
|
144K
$14.7M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
117K+ 3002.75% |
$7.58M - $11.4M
|
121K
$12.4M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
113K+ 1067.54% |
$7.35M - $11.1M
|
124K
$12.7M
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
79.6K+ 45.88% |
$5.16M - $7.77M
|
253K
$25.9M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
61.8KNew |
$4.01M - $6.04M
|
61.8K
$6.34M
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
60.4K+ 18.85% |
$3.91M - $5.9M
|
381K
$39M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.5K+ 35.03% |
$2.36M - $3.56M
|
141K
$14.4M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$1.3M - $1.97M
|
20.1K
$2.06M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
19.4KNew |
$1.26M - $1.9M
|
19.4K
$1.99M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
17.4K+ 3.09% |
$1.13M - $1.7M
|
581K
$59.5M
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
14.3KNew |
$924K - $1.39M
|
14.3K
$1.46M
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
10.8K+ 13.39% |
$697K - $1.05M
|
91K
$9.33M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.34KNew |
$605K - $912K
|
9.34K
$957K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.3K+ 243.89% |
$603K - $909K
|
13.1K
$1.34M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.88K+ 59.31% |
$381K - $574K
|
15.8K
$1.62M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.94K+ 92.28% |
$320K - $482K
|
10.3K
$1.05M
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.66K+ 3.33% |
$302K - $455K
|
145K
$14.8M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.18K+ 73.89% |
$271K - $408K
|
9.83K
$1.01M
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.03KNew |
$261K - $393K
|
4.03K
$413K
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.72KNew |
$176K - $266K
|
2.72K
$279K
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.5K+ 3012.05% |
$162K - $244K
|
2.58K
$265K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.47KNew |
$160K - $242K
|
2.47K
$253K
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.36K+ 66.95% |
$153K - $231K
|
5.89K
$603K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.33KNew |
$151K - $227K
|
2.33K
$238K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.3KNew |
$149K - $224K
|
2.3K
$236K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$147K - $222K
|
2.27K
$233K
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.2KNew |
$142K - $215K
|
2.2K
$225K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.15KNew |
$140K - $210K
|
2.15K
$221K
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
2.01K+ 7.78% |
$131K - $197K
|
27.9K
$2.86M
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.01K+ 19.52% |
$130K - $197K
|
12.3K
$1.26M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.18K+ 14.23% |
$76.7K - $116K
|
9.5K
$974K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
862+ 3.5% |
$55.9K - $84.2K
|
25.5K
$2.61M
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
853+ 6.05% |
$55.3K - $83.4K
|
15K
$1.53M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
700+ 2.25% |
$45.4K - $68.4K
|
31.8K
$3.26M
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
695+ 11.92% |
$45K - $67.9K
|
6.53K
$669K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
679+ 6.31% |
$44K - $66.4K
|
11.4K
$1.17M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
559+ 7.76% |
$36.2K - $54.6K
|
7.76K
$795K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
370+ 8.59% |
$24K - $36.2K
|
4.68K
$480K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
329+ 19.12% |
$21.3K - $32.1K
|
2.05K
$210K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 1.88% |
$10.8K - $16.3K
|
9.06K
$928K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
75+ 2.24% |
$4.86K - $7.33K
|
3.42K
$350K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
73+ 5.36% |
$4.73K - $7.13K
|
1.43K
$147K
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
27+ 0.15% |
$1.75K - $2.64K
|
18K
$1.85M
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.2% |
$713 - $1.07K
|
5.54K
$568K
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
11+ 0.2% |
$713 - $1.07K
|
5.47K
$560K
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6+ 0.22% |
$389 - $586
|
2.7K
$277K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4New |
$259 - $391
|
4
$410
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4+ 0.1% |
$259 - $391
|
3.93K
$402K
|