EverSource Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

EverSource Wealth Advisors’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	$323K	Buy	4,795 +823	+21%	+$52.7K	0.01%	764
2026 Q1	$206K	Buy	3,972 +377	+10%	+$21.5K	0.01%	1037
2025 Q4	$208K	Buy	3,595 +393	+12%	+$22.5K	0.01%	927
2025 Q3	$180K	Buy	3,202 +26	+0.8%	+$1.36K	0.01%	964
2025 Q2	$155K	Buy	3,176 +62	+2%	+$2.62K	0.01%	978
2025 Q1	$129K	Sell	3,114 -2,536	-45%	-$117K	0.01%	819
2024 Q4	$261K	Buy	5,650 +4,196	+289%	+$198K	0.01%	549
2024 Q3	$65.6K	Buy	1,454 +1,412	+3,362%	+$59.5K	﹤0.01%	952
2024 Q2	$1.76K	Buy	+42	New	+$1.61K	﹤0.01%	2591

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

EverSource Wealth Advisors's SSO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ProShares Ultra S&P500 (SSO) stake by 21% in Q2 2026, buying an estimated $52.7K and bringing the position to 4,795 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #764.

EverSource Wealth Advisors first reported a position in SSO in Q2 2024 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

EverSource Wealth Advisors held 4,795 shares of ProShares Ultra S&P500 worth $323K as of Q2 2026.
EverSource Wealth Advisors bought 823 ProShares Ultra S&P500 shares in Q2 2026, an estimated $52.7K.
ProShares Ultra S&P500 made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #764 holding.
EverSource Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q2 2024 and has held it in 9 quarters since.
239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.