Financial Services Advisory’s ProShares Ultra S&P500 SSO Stock Holding History

Financial Services Advisory’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	$662K	Buy	+9,820	New	+$629K	0.17%	49
2026 Q1	–	Sell	-25,606	Closed	-$1.48M	–	76
2025 Q4	$1.48M	Sell	25,606 -608	-2%	-$34.8K	0.53%	35
2025 Q3	$1.47M	Sell	26,214 -2,296	-8%	-$120K	0.57%	30
2025 Q2	$1.39M	Buy	+28,510	New	+$1.2M	0.67%	25
2025 Q1	–	Sell	-16,082	Closed	-$744K	–	57
2024 Q4	$744K	Buy	+16,082	New	+$757K	0.17%	47

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

Financial Services Advisory's SSO Position: Q2 2026 in Review

Financial Services Advisory opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 9,820 shares worth $662K. The stake represents 0.17% of the portfolio and ranks #49 among its holdings. This is a return to the name: Financial Services Advisory previously reported a position in SSO as recently as Q4 2025.

Financial Services Advisory first reported a position in SSO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.48M in Q4 2025. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Financial Services Advisory held 9,820 shares of ProShares Ultra S&P500 worth $662K as of Q2 2026.
ProShares Ultra S&P500 was a new Financial Services Advisory position in Q2 2026.
ProShares Ultra S&P500 made up 0.17% of Financial Services Advisory's portfolio in Q2 2026, its #49 holding.
Financial Services Advisory first reported a position in ProShares Ultra S&P500 in Q4 2024 and has held it in 5 quarters since.
Financial Services Advisory's ProShares Ultra S&P500 position peaked at $1.48M in Q4 2025.
239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.