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

Edgestream 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
Q1 		– Sell
-7,890
Closed -$457K – 1098
2025
Q4 		$457K Buy
+7,890
New +$451K 0.01% 828
2025
Q3 		– Sell
-4,212
Closed -$206K – 1047
2025
Q2 		$206K Buy
+4,212
New +$178K 0.01% 819
2025
Q1 		– Sell
-4,560
Closed -$211K – 1055
2024
Q4 		$211K Buy
+4,560
New +$215K 0.01% 812
2024
Q3 		– Sell
-12,600
Closed -$520K – 1064
2024
Q2 		$520K Buy
+12,600
New +$484K 0.03% 660
2019
Q4 		– Sell
-74,688
Closed -$1.2M – 350
2019
Q3 		$1.2M Buy
74,688
+61,280
+457% +$974K 0.11% 170
2019
Q2 		$211K Buy
+13,408
New +$204K 0.02% 225
2018
Q4 		– Sell
-23,056
Closed -$368K – 291
2018
Q3 		$368K Buy
+23,056
New +$352K 0.06% 208

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Edgestream Partners's SSO Position: Q1 2026 in Review

Edgestream Partners sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 7,890 shares — an estimated $457K sold.

Edgestream Partners first reported a position in SSO in Q3 2018 and held it in 7 quarters. The position peaked at $1.2M in Q3 2019. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Edgestream Partners reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 7,890 ProShares Ultra S&P500 shares in Q1 2026, an estimated $457K.
  • Edgestream Partners first reported a position in ProShares Ultra S&P500 in Q3 2018 and held it in 7 quarters.
  • Edgestream Partners's ProShares Ultra S&P500 position peaked at $1.2M in Q3 2019.
  • 214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.