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Altman Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Altman Advisors’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 		$313K Buy
+4,640
New +$297K 0.11% 88
2026
Q1 		– Sell
-4,863
Closed -$282K – 95
2025
Q4 		$282K Sell
4,863
-593
-11% -$33.9K 0.11% 90
2025
Q3 		$306K Hold
5,456
– – 0.12% 88
2025
Q2 		$266K Sell
5,456
-128
-2% -$5.41K 0.11% 92
2025
Q1 		$222K Hold
5,584
– – 0.1% 93
2024
Q4 		$258K Sell
5,584
-336
-6% -$15.8K 0.11% 96
2024
Q3 		$267K Buy
+5,920
New +$250K 0.12% 92
2024
Q2 		– Sell
-5,920
Closed -$229K – 93
2024
Q1 		$229K Buy
+5,920
New +$209K 0.11% 95
2021
Q4 		– Sell
-6,200
Closed -$212K – 82
2021
Q3 		$212K Buy
+6,200
New +$196K 0.12% 79
2018
Q4 		– Sell
-15,440
Closed -$246K – 72
2018
Q3 		$246K Buy
+15,440
New +$236K 0.22% 60
2018
Q2 		– Sell
-15,456
Closed -$204K – 97
2018
Q1 		$204K Hold
15,456
– – 0.2% 66
2017
Q4 		$211K Buy
+15,456
New +$200K 0.18% 76

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 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
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

Altman Advisors's SSO Position: Q2 2026 in Review

Altman Advisors opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 4,640 shares worth $313K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Altman Advisors previously reported a position in SSO as recently as Q4 2025.

Altman Advisors first reported a position in SSO in Q4 2017 and has held it in 12 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Altman Advisors held 4,640 shares of ProShares Ultra S&P500 worth $313K as of Q2 2026.
  • ProShares Ultra S&P500 was a new Altman Advisors position in Q2 2026.
  • ProShares Ultra S&P500 made up 0.11% of Altman Advisors's portfolio in Q2 2026, its #88 holding.
  • Altman Advisors first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 12 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.