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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
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 -$9.69M – 925
2023
Q3 		$9.69M 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

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

Axxcess Wealth Management's SSO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 10,477 shares worth $706K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SSO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SSO in Q4 2021 and has held it in 17 quarters since. The position peaked at $28.6M in Q3 2024. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Axxcess Wealth Management held 10,477 shares of ProShares Ultra S&P500 worth $706K as of Q2 2026.
  • ProShares Ultra S&P500 was a new Axxcess Wealth Management position in Q2 2026.
  • ProShares Ultra S&P500 made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #619 holding.
  • Axxcess Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's ProShares Ultra S&P500 position peaked at $28.6M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.