First Heartland Consultants’s ProShares Ultra S&P500 SSO Stock Holding History

First Heartland Consultants’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	$298K	Sell	4,418 -140	-3%	-$8.96K	0.02%	475
2026 Q1	$236K	Buy	4,558 +44	+1%	+$2.52K	0.02%	470
2025 Q4	$261K	Buy	4,514 +18	+0.4%	+$1.03K	0.02%	456
2025 Q3	$252K	Buy	4,496 +326	+8%	+$17K	0.02%	451
2025 Q2	$204K	Buy	+4,170	New	+$176K	0.02%	482

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

First Heartland Consultants's SSO Position: Q2 2026 in Review

First Heartland Consultants reduced its ProShares Ultra S&P500 (SSO) stake by 3.1% in Q2 2026, selling an estimated $8.96K and leaving 4,418 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #475.

First Heartland Consultants first reported a position in SSO in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

First Heartland Consultants held 4,418 shares of ProShares Ultra S&P500 worth $298K as of Q2 2026.
First Heartland Consultants sold 140 ProShares Ultra S&P500 shares in Q2 2026, an estimated $8.96K.
ProShares Ultra S&P500 made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #475 holding.
First Heartland Consultants first reported a position in ProShares Ultra S&P500 in Q2 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.