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

Axxcess 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
Q3 		– Sell
-10,477
Closed -$706K – 1215
2026
Q2 		$706K Buy
+10,477
New +$671K 0.01% 619
2026
Q1 		– Sell
-153,762
Closed -$8.91M – 924
2025
Q4 		$8.91M Sell
153,762
-136,470
-47% -$7.81M 0.15% 132
2025
Q3 		$16.3M Sell
290,232
-1,960
-0.7% -$102K 0.34% 59
2025
Q2 		$14.3M Sell
292,192
-159,268
-35% -$6.73M 0.33% 61
2025
Q1 		$18.7M Buy
451,460
+44,962
+11% +$2.07M 0.5% 44
2024
Q4 		$18.8M Sell
406,498
-227,896
-36% -$10.7M 0.45% 45
2024
Q3 		$28.6M Buy
634,394
+1,726
+0.3% +$72.8K 0.7% 32
2024
Q2 		$26.1M Buy
632,668
+349,268
+123% +$13.4M 0.69% 29
2024
Q1 		$11M Buy
+283,400
New +$10M 0.3% 67
2023
Q4 		– Sell
-363,184
Closed -$9.7M – 925
2023
Q3 		$9.7M Sell
363,184
-49,828
-12% -$1.45M 0.33% 64
2023
Q2 		$12M Sell
413,012
-878
-0.2% -$23K 0.87% 19
2023
Q1 		$10.4M Buy
413,890
+237,156
+134% +$5.68M 0.79% 22
2022
Q4 		$3.93M Sell
176,734
-33,622
-16% -$763K 0.32% 66
2022
Q3 		$4.18M Buy
210,356
+196,530
+1,421% +$4.86M 0.4% 57
2022
Q2 		$310K Sell
13,826
-198,322
-93% -$5.31M 0.03% 392
2022
Q1 		$6.96M Sell
212,148
-433,160
-67% -$13.9M 0.54% 34
2021
Q4 		$23.6M Buy
+645,308
New +$22.1M 1.72% 7

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Axxcess Wealth Management's SSO Position: Q3 2026 in Review

Axxcess Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q3 2026, closing a stake of 10,477 shares — an estimated $706K sold.

Axxcess Wealth Management first reported a position in SSO in Q4 2021 and held it in 17 quarters. The position peaked at $28.6M in Q3 2024. 79 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Axxcess Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,477 ProShares Ultra S&P500 shares in Q3 2026, an estimated $706K.
  • Axxcess Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's ProShares Ultra S&P500 position peaked at $28.6M in Q3 2024.
  • 79 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.