Founders Financial Securities
SSO icon

Founders Financial Securities’s ProShares Ultra S&P500 SSO Stock Holding History

Founders Financial Securities’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 		$1.33M Buy
19,202
+1,477
+8% +$102K 0.07% 269
2026
Q2 		$1.19M Buy
17,725
+836
+5% +$53.5K 0.06% 277
2026
Q1 		$956K Buy
16,889
+734
+5% +$41.9K 0.05% 302
2025
Q4 		$936K Buy
16,155
+17
+0.1% +$973 0.06% 297
2025
Q3 		$905K Buy
16,138
+826
+5% +$43.1K 0.06% 261
2025
Q2 		$748K Buy
15,312
+570
+4% +$24.1K 0.06% 281
2025
Q1 		$578K Buy
14,742
+2,850
+24% +$131K 0.05% 298
2024
Q4 		$550K Buy
11,892
+2,198
+23% +$104K 0.05% 279
2024
Q3 		$437K Buy
9,694
+234
+2% +$9.9K 0.04% 290
2024
Q2 		$391K Buy
9,460
+1,200
+15% +$46.1K 0.04% 317
2024
Q1 		$320K Buy
8,260
+502
+6% +$17.8K 0.03% 313
2023
Q4 		$252K Buy
7,758
+8
+0.1% +$230 0.03% 326
2023
Q3 		$207K Buy
7,750
+268
+4% +$7.78K 0.03% 303
2023
Q2 		$218K Sell
7,482
-7,596
-50% -$199K 0.03% 294
2023
Q1 		$378K Sell
15,078
-3,716
-20% -$89.1K 0.05% 234
2022
Q4 		$418K Buy
18,794
+2,136
+13% +$48.5K 0.07% 212
2022
Q3 		$331K Buy
+16,658
New +$412K 0.06% 217
2021
Q4 		– Sell
-37,004
Closed -$1.11M – 280
2021
Q3 		$1.11M Buy
37,004
+100
+0.3% +$3.16K 0.22% 95
2021
Q2 		$1.1M Buy
+36,904
New +$1.04M 0.22% 99

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
TTP Investments
TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Founders Financial Securities's SSO Position: Q3 2026 in Review

Founders Financial Securities increased its ProShares Ultra S&P500 (SSO) stake by 8.3% in Q3 2026, buying an estimated $102K and bringing the position to 19,202 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #269.

Founders Financial Securities first reported a position in SSO in Q2 2021 and has held it in 19 quarters since. 247 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Founders Financial Securities held 19,202 shares of ProShares Ultra S&P500 worth $1.33M as of Q3 2026.
  • Founders Financial Securities bought 1,477 ProShares Ultra S&P500 shares in Q3 2026, an estimated $102K.
  • ProShares Ultra S&P500 made up 0.07% of Founders Financial Securities's portfolio in Q3 2026, its #269 holding.
  • Founders Financial Securities first reported a position in ProShares Ultra S&P500 in Q2 2021 and has held it in 19 quarters since.
  • 247 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.