Daymark Wealth Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Daymark Wealth Partners’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	$610K	Buy	9,056 +2	+0%	+$128	0.01%	434
2026 Q1	$470K	Buy	9,054 +3	+0%	+$171	0.01%	439
2025 Q4	$524K	Buy	9,051 +3	+0%	+$172	0.02%	380
2025 Q3	$507K	Buy	9,048 +4	+0%	+$209	0.02%	375
2025 Q2	$442K	Buy	9,044 +2	+0%	+$84	0.02%	376
2025 Q1	$374K	Sell	9,042 -406	-4%	-$18.7K	0.02%	377
2024 Q4	$437K	Buy	9,448 +8	+0.1%	+$377	0.02%	349
2024 Q3	$426K	Buy	9,440 +1,600	+20%	+$67.5K	0.02%	364
2024 Q2	$324K	Hold	7,840	–	–	0.01%	389
2024 Q1	$304K	Hold	7,840	–	–	0.02%	337
2023 Q4	$255K	Hold	7,840	–	–	0.02%	343
2023 Q3	$209K	Hold	7,840	–	–	0.01%	360
2023 Q2	$228K	Buy	+7,840	New	+$205K	0.02%	337

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

Daymark Wealth Partners's SSO Position: Q2 2026 in Review

Daymark Wealth Partners increased its ProShares Ultra S&P500 (SSO) stake by 0.02% in Q2 2026, buying an estimated $128 and bringing the position to 9,056 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #434.

Daymark Wealth Partners first reported a position in SSO in Q2 2023 and has held it in 13 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Daymark Wealth Partners held 9,056 shares of ProShares Ultra S&P500 worth $610K as of Q2 2026.
Daymark Wealth Partners bought 2 ProShares Ultra S&P500 shares in Q2 2026, an estimated $128.
ProShares Ultra S&P500 made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #434 holding.
Daymark Wealth Partners first reported a position in ProShares Ultra S&P500 in Q2 2023 and has held it in 13 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.