Bogart Wealth LLC’s ProShares Ultra S&P500 SSO Stock Holding History

Bogart Wealth LLC’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	–	Sell	-1,060	Closed	-$55K	–	2083
2026 Q1	$55K	Buy	+1,060	New	+$60.6K	﹤0.01%	463
2019 Q1	–	Sell	-1,600	Closed	-$18K	–	377
2018 Q4	$18K	Buy	+1,600	New	+$21.8K	0.01%	207
2018 Q3	–	Sell	-5,600	Closed	-$77K	–	354
2018 Q2	$77K	Buy	5,600 +4,800	+600%	+$66.1K	0.05%	116
2018 Q1	$11K	Buy	+800	New	+$11.4K	0.01%	226

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

Bogart Wealth LLC's SSO Position: Q2 2026 in Review

Bogart Wealth LLC sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 1,060 shares — an estimated $55K sold.

Bogart Wealth LLC first reported a position in SSO in Q1 2018 and held it in 4 quarters. The position peaked at $77K in Q2 2018. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Bogart Wealth LLC reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 1,060 ProShares Ultra S&P500 shares in Q2 2026, an estimated $55K.
Bogart Wealth LLC first reported a position in ProShares Ultra S&P500 in Q1 2018 and held it in 4 quarters.
Bogart Wealth LLC's ProShares Ultra S&P500 position peaked at $77K in Q2 2018.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.