Brandywine Oak Private Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

Brandywine Oak Private Wealth’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 Q3	$343K	Hold	4,943	–	–	0.03%	182
2026 Q2	$333K	Hold	4,943	–	–	0.03%	192
2026 Q1	$256K	Hold	4,943	–	–	0.02%	206
2025 Q4	$286K	Sell	4,943 -1	-0%	-$57	0.02%	197
2025 Q3	$277K	Hold	4,944	–	–	0.02%	202
2025 Q2	$242K	Buy	+4,944	New	+$209K	0.02%	211

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Brandywine Oak Private Wealth's SSO Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 4,943 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #182.

Brandywine Oak Private Wealth first reported a position in SSO in Q2 2025 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Brandywine Oak Private Wealth held 4,943 shares of ProShares Ultra S&P500 worth $343K as of Q3 2026.
Brandywine Oak Private Wealth left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
ProShares Ultra S&P500 made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #182 holding.
Brandywine Oak Private Wealth first reported a position in ProShares Ultra S&P500 in Q2 2025 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.