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

Arta Finance 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 		$12.1M Sell
179,193
-6,335
-3% -$406K 5.17% 5
2026
Q1 		$9.63M Buy
185,528
+38,926
+27% +$2.22M 4.76% 6
2025
Q4 		$8.49M Buy
+146,602
New +$8.39M 4.33% 9

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 $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
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

Arta Finance Wealth Management's SSO Position: Q2 2026 in Review

Arta Finance Wealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 3.4% in Q2 2026, selling an estimated $406K and leaving 179,193 shares worth $12.1M. The position accounts for 5.17% of the portfolio, ranked #5.

Arta Finance Wealth Management first reported a position in SSO in Q4 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Arta Finance Wealth Management held 179,193 shares of ProShares Ultra S&P500 worth $12.1M as of Q2 2026.
  • Arta Finance Wealth Management sold 6,335 ProShares Ultra S&P500 shares in Q2 2026, an estimated $406K.
  • ProShares Ultra S&P500 made up 5.17% of Arta Finance Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Arta Finance Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

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