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 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

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

Discipline Wealth Solutions's SSO Position: Q2 2026 in Review

Discipline Wealth Solutions increased its ProShares Ultra S&P500 (SSO) stake by 100% in Q2 2026, buying an estimated $962K and bringing the position to 30,097 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #63.

Discipline Wealth Solutions first reported a position in SSO in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Discipline Wealth Solutions held 30,097 shares of ProShares Ultra S&P500 worth $2.03M as of Q2 2026.
Discipline Wealth Solutions bought 15,027 ProShares Ultra S&P500 shares in Q2 2026, an estimated $962K.
ProShares Ultra S&P500 made up 0.18% of Discipline Wealth Solutions's portfolio in Q2 2026, its #63 holding.
Discipline Wealth Solutions first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.