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

Berger Financial 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	$1.52M	Sell	22,522 -308	-1%	-$19.7K	0.08%	178
2026 Q1	$1.18M	Buy	22,830 +100	+0.4%	+$5.71K	0.07%	193
2025 Q4	$1.32M	Sell	22,730 -158	-0.7%	-$9.04K	0.08%	187
2025 Q3	$1.28M	Hold	22,888	–	–	0.08%	179
2025 Q2	$1.12M	Buy	22,888 +1,358	+6%	+$57.4K	0.07%	184
2025 Q1	$891K	Buy	21,530 +10,200	+90%	+$471K	0.06%	197
2024 Q4	$524K	Buy	11,330 +2,000	+21%	+$94.2K	0.04%	249
2024 Q3	$421K	Buy	+9,330	New	+$393K	0.03%	253

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

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 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

Berger Financial Group's SSO Position: Q2 2026 in Review

Berger Financial Group reduced its ProShares Ultra S&P500 (SSO) stake by 1.3% in Q2 2026, selling an estimated $19.7K and leaving 22,522 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #178.

Berger Financial Group first reported a position in SSO in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Berger Financial Group held 22,522 shares of ProShares Ultra S&P500 worth $1.52M as of Q2 2026.
Berger Financial Group sold 308 ProShares Ultra S&P500 shares in Q2 2026, an estimated $19.7K.
ProShares Ultra S&P500 made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #178 holding.
Berger Financial Group first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.