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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
73+ 5.36% |
$4.73K - $7.13K
|
1.43K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
56+ 1.27% |
$3.63K - $5.47K
|
4.46K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 0.93% |
$2.27K - $3.42K
|
3.8K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.99% |
$2.01K - $3.03K
|
1.59K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30+ 3000.0% |
$1.94K - $2.93K
|
31
$3.38K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
28New |
$1.81K - $2.74K
|
28
$3.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
27+ 0.15% |
$1.75K - $2.64K
|
18K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13+ 130.0% |
$842 - $1.27K
|
23
$2.51K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.2% |
$713 - $1.07K
|
5.54K
$604K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
11+ 0.2% |
$713 - $1.07K
|
5.47K
$596K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6+ 0.22% |
$389 - $586
|
2.7K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4+ 0.1% |
$259 - $391
|
3.93K
$428K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4New |
$259 - $391
|
4
$436
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.15% |
$259 - $391
|
2.68K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$64.8 - $97.7
|
4.52K
$493K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1New |
$64.8 - $97.7
|
1
$109
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-6- 0.01% |
$389 - $586
|
48.7K
$5.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-51- 1.78% |
$3.3K - $4.98K
|
2.81K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-57- 2.31% |
$3.69K - $5.57K
|
2.41K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-64- 2.29% |
$4.15K - $6.25K
|
2.73K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-107- 3.49% |
$6.93K - $10.5K
|
2.96K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-150- 0.19% |
$9.72K - $14.7K
|
80.2K
$8.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-203- 0.14% |
$13.2K - $19.8K
|
140K
$15.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-242- 2.46% |
$15.7K - $23.6K
|
9.6K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-250- 4.34% |
$16.2K - $24.4K
|
5.51K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-298- 1.36% |
$19.3K - $29.1K
|
21.7K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-300- 5.98% |
$19.4K - $29.3K
|
4.72K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-597- 4.21% |
$38.7K - $58.3K
|
13.6K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-600- 5.06% |
$38.9K - $58.6K
|
11.3K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-700- 21.21% |
$45.4K - $68.4K
|
2.6K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-713- 16.71% |
$46.2K - $69.7K
|
3.55K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-759- 7.56% |
$49.2K - $74.2K
|
9.29K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-771- 13.46% |
$50K - $75.3K
|
4.96K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-884- 6.58% |
$57.3K - $86.4K
|
12.6K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-960- 24.45% |
$62.2K - $93.8K
|
2.97K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-964- 6.33% |
$62.5K - $94.2K
|
14.3K
$1.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-988- 12.78% |
$64K - $96.5K
|
6.74K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 5.18% |
$66.4K - $100K
|
18.8K
$2.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.05K- 3.68% |
$68.1K - $103K
|
27.5K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.22K- 29.78% |
$79.1K - $119K
|
2.88K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.35K- 18.96% |
$87.5K - $132K
|
5.77K
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.4K- 76.92% |
$90.7K - $137K
|
420
$45.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.34K- 50.0% |
$152K - $229K
|
2.34K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.44K- 37.79% |
$158K - $238K
|
4.01K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-2.99K- 16.79% |
$194K - $292K
|
14.8K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-4.38K- 62.05% |
$284K - $428K
|
2.68K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.88K- 36.21% |
$316K - $477K
|
8.6K
$938K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.22K- 54.09% |
$403K - $608K
|
5.28K
$576K
|