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 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

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

Brandywine Oak Private Wealth's SSO Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 4,943 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #192.

Brandywine Oak Private Wealth first reported a position in SSO in Q2 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Brandywine Oak Private Wealth held 4,943 shares of ProShares Ultra S&P500 worth $333K as of Q2 2026.
Brandywine Oak Private Wealth left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #192 holding.
Brandywine Oak Private Wealth first reported a position in ProShares Ultra S&P500 in Q2 2025 and has held it in 5 quarters since.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.