Atwood & Palmer’s ProShares Ultra S&P500 SSO Stock Holding History

Atwood & Palmer’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	–	Sell	-250	Closed	-$13K	–	546
2026 Q1	$13K	Buy	+250	New	+$14.3K	﹤0.01%	362
2022 Q1	–	Sell	-200	Closed	-$7K	–	463
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	393
2021 Q3	$6K	Sell	200 -600	-75%	-$19K	﹤0.01%	376
2021 Q2	$24K	Hold	800	–	–	﹤0.01%	280
2021 Q1	$20K	Hold	800	–	–	﹤0.01%	297
2020 Q4	$18K	Hold	800	–	–	﹤0.01%	286
2020 Q3	$15K	Hold	800	–	–	﹤0.01%	249
2020 Q2	$13K	Hold	800	–	–	﹤0.01%	247
2020 Q1	$9K	Buy	+800	New	+$13.5K	﹤0.01%	256

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

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

KWA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Atwood & Palmer's SSO Position: Q2 2026 in Review

Atwood & Palmer sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 250 shares — an estimated $13K sold.

Atwood & Palmer first reported a position in SSO in Q1 2020 and held it in 9 quarters. The position peaked at $24K in Q2 2021. 150 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Atwood & Palmer reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 250 ProShares Ultra S&P500 shares in Q2 2026, an estimated $13K.
Atwood & Palmer first reported a position in ProShares Ultra S&P500 in Q1 2020 and held it in 9 quarters.
Atwood & Palmer's ProShares Ultra S&P500 position peaked at $24K in Q2 2021.
150 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.