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Ascent Group’s ProShares Ultra S&P500 SSO Stock Holding History

Ascent Group’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 		$10.7M Sell
159,348
-5,435
-3% -$348K 0.32% 74
2026
Q1 		$8.55M Sell
164,783
-10,473
-6% -$599K 0.3% 76
2025
Q4 		$10.2M Buy
175,256
+5,904
+3% +$338K 0.35% 61
2025
Q3 		$9.49M Buy
+169,352
New +$8.84M 0.34% 64
2024
Q3 		– Sell
-167,220
Closed -$6.91M – 544
2024
Q2 		$6.91M Buy
167,220
+11,944
+8% +$459K 0.56% 35
2024
Q1 		$6.02M Buy
155,276
+146,172
+1,606% +$5.17M 0.53% 38
2023
Q4 		$326K Buy
+9,104
New +$262K 0.03% 407
2023
Q3 		– Sell
-30,590
Closed -$905K – 496
2023
Q2 		$905K Buy
+30,590
New +$801K 0.1% 247

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

Ascent Group's SSO Position: Q2 2026 in Review

Ascent Group reduced its ProShares Ultra S&P500 (SSO) stake by 3.3% in Q2 2026, selling an estimated $348K and leaving 159,348 shares worth $10.7M. The position accounts for 0.32% of the portfolio, ranked #74.

Ascent Group first reported a position in SSO in Q2 2023 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Ascent Group held 159,348 shares of ProShares Ultra S&P500 worth $10.7M as of Q2 2026.
  • Ascent Group sold 5,435 ProShares Ultra S&P500 shares in Q2 2026, an estimated $348K.
  • ProShares Ultra S&P500 made up 0.32% of Ascent Group's portfolio in Q2 2026, its #74 holding.
  • Ascent Group first reported a position in ProShares Ultra S&P500 in Q2 2023 and has held it in 8 quarters since.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.