Discipline Wealth Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Discipline Wealth Solutions’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	$2.74M	Buy	39,523 +9,426	+31%	+$652K	0.24%	60
2026 Q2	$2.03M	Buy	30,097 +15,027	+100%	+$962K	0.18%	63
2026 Q1	$782K	Sell	15,070 -11,515	-43%	-$658K	0.08%	86
2025 Q4	$1.54M	Buy	26,585 +751	+3%	+$43K	0.29%	57
2025 Q3	$1.45M	Sell	25,834 -4,090	-14%	-$213K	0.38%	47
2025 Q2	$1.46M	Buy	29,924 +1,706	+6%	+$72.1K	0.56%	30
2025 Q1	$1.17M	Sell	28,218 -14,184	-33%	-$654K	0.56%	25
2024 Q4	$1.96M	Buy	42,402 +23,852	+129%	+$1.12M	0.91%	21
2024 Q3	$836K	Buy	+18,550	New	+$782K	0.44%	31

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 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

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

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Discipline Wealth Solutions's SSO Position: Q3 2026 in Review

Discipline Wealth Solutions increased its ProShares Ultra S&P500 (SSO) stake by 31% in Q3 2026, buying an estimated $652K and bringing the position to 39,523 shares worth $2.74M. The position accounts for 0.24% of the portfolio, ranked #60.

Discipline Wealth Solutions first reported a position in SSO in Q3 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Discipline Wealth Solutions held 39,523 shares of ProShares Ultra S&P500 worth $2.74M as of Q3 2026.
Discipline Wealth Solutions bought 9,426 ProShares Ultra S&P500 shares in Q3 2026, an estimated $652K.
ProShares Ultra S&P500 made up 0.24% of Discipline Wealth Solutions's portfolio in Q3 2026, its #60 holding.
Discipline Wealth Solutions first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.