Blue Bell Private Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Blue Bell Private 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	$26.3K	Buy	391 +319	+443%	+$20.4K	﹤0.01%	499
2026 Q1	$3.73K	Sell	72 -168	-70%	-$9.6K	﹤0.01%	627
2025 Q4	$13.9K	Hold	240	–	–	﹤0.01%	524
2025 Q3	$13.5K	Hold	240	–	–	﹤0.01%	520
2025 Q2	$11.7K	Hold	240	–	–	﹤0.01%	516
2025 Q1	$9.93K	Hold	240	–	–	﹤0.01%	516
2024 Q4	$11.1K	Hold	240	–	–	﹤0.01%	491
2024 Q3	$10.8K	Hold	240	–	–	﹤0.01%	516
2024 Q2	$9.91K	Hold	240	–	–	﹤0.01%	521
2024 Q1	$9.3K	Hold	240	–	–	﹤0.01%	527
2023 Q4	$7.81K	Hold	240	–	–	﹤0.01%	527
2023 Q3	$6.41K	Hold	240	–	–	﹤0.01%	476
2023 Q2	$6.98K	Hold	240	–	–	﹤0.01%	454
2023 Q1	$6.02K	Hold	240	–	–	﹤0.01%	442
2022 Q4	$5.33K	Hold	240	–	–	﹤0.01%	454
2022 Q3	$5K	Hold	240	–	–	﹤0.01%	480
2022 Q2	$5K	Hold	240	–	–	﹤0.01%	523
2022 Q1	$8K	Hold	240	–	–	﹤0.01%	472
2021 Q4	$9K	Buy	+240	New	+$8.21K	﹤0.01%	428

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 $210M AUM 50.85% 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

Blue Bell Private Wealth Management's SSO Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its ProShares Ultra S&P500 (SSO) stake by 443% in Q2 2026, buying an estimated $20.4K and bringing the position to 391 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Blue Bell Private Wealth Management first reported a position in SSO in Q4 2021 and has held it in 19 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Blue Bell Private Wealth Management held 391 shares of ProShares Ultra S&P500 worth $26.3K as of Q2 2026.
Blue Bell Private Wealth Management bought 319 ProShares Ultra S&P500 shares in Q2 2026, an estimated $20.4K.
ProShares Ultra S&P500 made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #499 holding.
Blue Bell Private Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2021 and has held it in 19 quarters since.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.