Action Point Financial Planning’s ProShares Ultra S&P500 SSO Stock Holding History

Action Point Financial Planning’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 Q2	$259K	Buy	+3,840	New	+$246K	0.03%	384

Other funds holding SSO

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

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Action Point Financial Planning's SSO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 3,840 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #384 among its holdings.

237 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Action Point Financial Planning held 3,840 shares of ProShares Ultra S&P500 worth $259K as of Q2 2026.
ProShares Ultra S&P500 was a new Action Point Financial Planning position in Q2 2026.
ProShares Ultra S&P500 made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #384 holding.
237 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.