Focus Partners Wealth
SSO icon

Focus Partners Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

Focus Partners Wealth’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
Q1 		$1.21M Sell
23,381
-3,236
-12% -$185K ﹤0.01% 1536
2025
Q4 		$1.54M Buy
+26,617
New +$1.52M ﹤0.01% 1440

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth's SSO Position: Q1 2026 in Review

Focus Partners Wealth reduced its ProShares Ultra S&P500 (SSO) stake by 12% in Q1 2026, selling an estimated $185K and leaving 23,381 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Focus Partners Wealth first reported a position in SSO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Focus Partners Wealth held 23,381 shares of ProShares Ultra S&P500 worth $1.21M as of Q1 2026.
  • Focus Partners Wealth sold 3,236 ProShares Ultra S&P500 shares in Q1 2026, an estimated $185K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1536 holding.
  • Focus Partners Wealth first reported a position in ProShares Ultra S&P500 in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's ProShares Ultra S&P500 position peaked at $1.54M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.