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
Q2 		$1.59M Buy
23,545
+164
+0.7% +$10.5K ﹤0.01% 1436
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

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 $210M AUM 50.85% 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

Focus Partners Wealth's SSO Position: Q2 2026 in Review

Focus Partners Wealth increased its ProShares Ultra S&P500 (SSO) stake by 0.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 23,545 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Focus Partners Wealth first reported a position in SSO in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Focus Partners Wealth held 23,545 shares of ProShares Ultra S&P500 worth $1.59M as of Q2 2026.
  • Focus Partners Wealth bought 164 ProShares Ultra S&P500 shares in Q2 2026, an estimated $10.5K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1436 holding.
  • Focus Partners Wealth first reported a position in ProShares Ultra S&P500 in Q4 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.