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

Bernard 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	$718K	Hold	10,652	–	–	0.26%	39
2026 Q1	$553K	Hold	10,652	–	–	0.24%	43
2025 Q4	$617K	Hold	10,652	–	–	0.25%	43
2025 Q3	$597K	Sell	10,652 -360	-3%	-$18.8K	0.25%	41
2025 Q2	$538K	Sell	11,012 -500	-4%	-$21.1K	0.25%	41
2025 Q1	$476K	Hold	11,512	–	–	0.23%	42
2024 Q4	$532K	Buy	+11,512	New	+$542K	0.25%	41

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

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

Bernard Wealth Management held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 10,652 shares worth $718K. The position accounts for 0.26% of the portfolio, ranked #39.

Bernard Wealth Management first reported a position in SSO in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Bernard Wealth Management held 10,652 shares of ProShares Ultra S&P500 worth $718K as of Q2 2026.
Bernard Wealth Management left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.26% of Bernard Wealth Management's portfolio in Q2 2026, its #39 holding.
Bernard Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.