Dale Q Rice Investment Management’s ProShares Ultra S&P500 SSO Stock Holding History

Dale Q Rice Investment 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	$315K	Sell	4,675 -3	-0.1%	-$192	0.17%	58
2026 Q1	$243K	Sell	4,678 -4	-0.1%	-$229	0.18%	64
2025 Q4	$271K	Hold	4,682	–	–	0.19%	63
2025 Q3	$266K	Hold	4,682	–	–	0.19%	61
2025 Q2	$233K	Sell	4,682 -4,682	-50%	-$198K	0.19%	62
2025 Q1	$388K	Hold	9,364	–	–	0.2%	60
2024 Q4	$433K	Buy	+9,364	New	+$441K	0.19%	58

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

Dale Q Rice Investment Management's SSO Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its ProShares Ultra S&P500 (SSO) stake by 0.06% in Q2 2026, selling an estimated $192 and leaving 4,675 shares worth $315K. The position accounts for 0.17% of the portfolio, ranked #58.

Dale Q Rice Investment Management first reported a position in SSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $433K in Q4 2024. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Dale Q Rice Investment Management held 4,675 shares of ProShares Ultra S&P500 worth $315K as of Q2 2026.
Dale Q Rice Investment Management sold 3 ProShares Ultra S&P500 shares in Q2 2026, an estimated $192.
ProShares Ultra S&P500 made up 0.17% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #58 holding.
Dale Q Rice Investment Management first reported a position in ProShares Ultra S&P500 in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's ProShares Ultra S&P500 position peaked at $433K in Q4 2024.
239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.