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Foundations Investment Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Foundations Investment Advisors’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 		$2.19M Buy
32,508
+16,551
+104% +$1.06M 0.02% 384
2026
Q1 		$828K Buy
15,957
+617
+4% +$35.3K 0.01% 571
2025
Q4 		$888K Sell
15,340
-1,166
-7% -$66.7K 0.01% 542
2025
Q3 		$925K Sell
16,506
-2,066
-11% -$108K 0.01% 490
2025
Q2 		$907K Sell
18,572
-1,518
-8% -$64.1K 0.01% 457
2025
Q1 		$832K Sell
20,090
-117,430
-85% -$5.42M 0.02% 446
2024
Q4 		$6.36M Buy
137,520
+104,164
+312% +$4.9M 0.12% 155
2024
Q3 		$1.5M Sell
33,356
-203,598
-86% -$8.59M 0.03% 309
2024
Q2 		$9.79M Buy
236,954
+216,720
+1,071% +$8.33M 0.24% 84
2024
Q1 		$784K Sell
20,234
-27,788
-58% -$983K 0.02% 369
2023
Q4 		$1.64M Buy
48,022
+33,710
+236% +$969K 0.04% 248
2023
Q3 		$382K Sell
14,312
-137,406
-91% -$3.99M 0.01% 453
2023
Q2 		$4.41M Buy
151,718
+21,644
+17% +$566K 0.15% 101
2023
Q1 		$3.26M Buy
+130,074
New +$3.12M 0.12% 115

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 $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
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

Foundations Investment Advisors's SSO Position: Q2 2026 in Review

Foundations Investment Advisors increased its ProShares Ultra S&P500 (SSO) stake by 104% in Q2 2026, buying an estimated $1.06M and bringing the position to 32,508 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #384.

Foundations Investment Advisors first reported a position in SSO in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.79M in Q2 2024. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Foundations Investment Advisors held 32,508 shares of ProShares Ultra S&P500 worth $2.19M as of Q2 2026.
  • Foundations Investment Advisors bought 16,551 ProShares Ultra S&P500 shares in Q2 2026, an estimated $1.06M.
  • ProShares Ultra S&P500 made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #384 holding.
  • Foundations Investment Advisors first reported a position in ProShares Ultra S&P500 in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's ProShares Ultra S&P500 position peaked at $9.79M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.