SSO β€” PROSHARES TR

Ownership history in Wealthspire Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Wealthspire Advisors, LLC reported PROSHARES TR (SSO) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SSO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire Advisors, LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SSO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthspire Advisors, LLC held SSO β€” position size vs. price
% of Fund (quarterly)    SSO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,098 -2,673 -70.9% 0.00% $123K 2025-11-14 $56.26
2025 Q1 UNCHANGED 3,771 β€” 0% 0.00% $313K 2025-05-09 $40.72
2024 Q4 ADDED 3,771 +1,110 +41.7% 0.00% $349K 2025-02-04 $47.95
2024 Q3 ADDED 2,661 +6 +0.2% 0.00% $240K 2024-11-13 $47.76
2024 Q2 UNCHANGED 2,655 β€” 0% 0.00% $220K 2024-08-08 $38.27
2024 Q1 ADDED 2,655 +1,210 +83.7% 0.00% $206K 2024-05-06 $36.85
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wealthspire Advisors, LLC and SSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthspire Advisors, LLC reported owning SSO?

Wealthspire Advisors, LLC reported SSO across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SSO position in Wealthspire Advisors, LLC's portfolio?

The largest reported portfolio weight for SSO was 0.00% in 2024 Q4.

What is the latest reported SSO position on this page?

The most recent filing on this page is 2025 Q3, when Wealthspire Advisors, LLC reported 1,098 shares, equal to 0.00% of portfolio, with an estimated market value of $123K.

What does the chart on this SSO ownership page compare?

The chart compares Wealthspire Advisors, LLC's quarterly SSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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