Wavvest Wealth LLC’s ProShares Ultra S&P500 SSO Stock Holding History

Wavvest Wealth LLC’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 Q3	$504K	Buy	+7,273	New	+$503K	0.41%	61

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Wavvest Wealth LLC's SSO Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2026: 7,273 shares worth $504K. The stake represents 0.41% of the portfolio and ranks #61 among its holdings.

88 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Wavvest Wealth LLC held 7,273 shares of ProShares Ultra S&P500 worth $504K as of Q3 2026.
ProShares Ultra S&P500 was a new Wavvest Wealth LLC position in Q3 2026.
ProShares Ultra S&P500 made up 0.41% of Wavvest Wealth LLC's portfolio in Q3 2026, its #61 holding.
88 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.