AE Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

AE Wealth Management’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	$267K	Sell	3,962 -37	-0.9%	-$2.37K	﹤0.01%	1546
2026 Q1	$207K	Sell	3,999 -213	-5%	-$12.2K	﹤0.01%	1582
2025 Q4	$244K	Buy	+4,212	New	+$241K	﹤0.01%	1420
2022 Q2	–	Sell	-20,990	Closed	-$689K	–	1834
2022 Q1	$689K	Sell	20,990 -90,222	-81%	-$2.89M	﹤0.01%	1072
2021 Q4	$4.07M	Buy	111,212 +10,264	+10%	+$351K	0.03%	475
2021 Q3	$3.02M	Buy	+100,948	New	+$3.19M	0.02%	509
2021 Q2	–	Sell	-101,664	Closed	-$2.6M	–	1672
2021 Q1	$2.6M	Buy	+101,664	New	+$2.46M	0.03%	498
2019 Q4	–	Sell	-18,216	Closed	-$292K	–	1173
2019 Q3	$292K	Buy	+18,216	New	+$290K	0.01%	793
2017 Q3	–	Sell	-190,584	Closed	-$2.13M	–	416
2017 Q2	$2.13M	Buy	+190,584	New	+$2.09M	0.25%	72

Other funds holding SSO

HCM

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

MSG

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

CFIM

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

SWM

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

RCM

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

AMG

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

KWA

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

AE Wealth Management's SSO Position: Q2 2026 in Review

AE Wealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 0.93% in Q2 2026, selling an estimated $2.37K and leaving 3,962 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

AE Wealth Management first reported a position in SSO in Q2 2017 and has held it in 9 quarters since. The position peaked at $4.07M in Q4 2021. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

AE Wealth Management held 3,962 shares of ProShares Ultra S&P500 worth $267K as of Q2 2026.
AE Wealth Management sold 37 ProShares Ultra S&P500 shares in Q2 2026, an estimated $2.37K.
ProShares Ultra S&P500 made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1546 holding.
AE Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2017 and has held it in 9 quarters since.
AE Wealth Management's ProShares Ultra S&P500 position peaked at $4.07M in Q4 2021.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.