Erickson Financial Group’s ProShares Ultra S&P500 SSO Stock Holding History

Erickson Financial Group’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	$325K	Sell	4,828 -6	-0.1%	-$384	0.17%	23
2026 Q1	$251K	Sell	4,834 -84	-2%	-$4.8K	0.16%	25
2025 Q4	$285K	Buy	4,918 +92	+2%	+$5.26K	0.17%	25
2025 Q3	$271K	Hold	4,826	–	–	0.17%	25
2025 Q2	$236K	Sell	4,826 -114	-2%	-$4.82K	0.16%	26
2025 Q1	$204K	Buy	4,940 +74	+2%	+$3.41K	0.15%	26
2024 Q4	$225K	Sell	4,866 -86	-2%	-$4.05K	0.16%	26
2024 Q3	$223K	Buy	+4,952	New	+$209K	0.16%	26

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

Erickson Financial Group's SSO Position: Q2 2026 in Review

Erickson Financial Group reduced its ProShares Ultra S&P500 (SSO) stake by 0.12% in Q2 2026, selling an estimated $384 and leaving 4,828 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #23.

Erickson Financial Group 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.

Erickson Financial Group held 4,828 shares of ProShares Ultra S&P500 worth $325K as of Q2 2026.
Erickson Financial Group sold 6 ProShares Ultra S&P500 shares in Q2 2026, an estimated $384.
ProShares Ultra S&P500 made up 0.17% of Erickson Financial Group's portfolio in Q2 2026, its #23 holding.
Erickson Financial Group 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 Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.