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Financial Life Planners’s ProShares Ultra S&P500 SSO Stock Holding History

Financial Life Planners’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 		$188K Buy
2,786
+4
+0.1% +$256 0.12% 63
2026
Q1 		$144K Buy
+2,782
New +$159K 0.11% 68
2025
Q4 		– Sell
-1,472
Closed -$82.5K – 292
2025
Q3 		$82.5K Buy
+1,472
New +$76.8K 0.06% 99

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
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
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

Financial Life Planners's SSO Position: Q2 2026 in Review

Financial Life Planners increased its ProShares Ultra S&P500 (SSO) stake by 0.14% in Q2 2026, buying an estimated $256 and bringing the position to 2,786 shares worth $188K. The position accounts for 0.12% of the portfolio, ranked #63.

Financial Life Planners first reported a position in SSO in Q3 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Financial Life Planners held 2,786 shares of ProShares Ultra S&P500 worth $188K as of Q2 2026.
  • Financial Life Planners bought 4 ProShares Ultra S&P500 shares in Q2 2026, an estimated $256.
  • ProShares Ultra S&P500 made up 0.12% of Financial Life Planners's portfolio in Q2 2026, its #63 holding.
  • Financial Life Planners first reported a position in ProShares Ultra S&P500 in Q3 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.