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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
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% +$9.87K 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

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

Founders Financial Securities's SSO Position: Q2 2026 in Review

Founders Financial Securities increased its ProShares Ultra S&P500 (SSO) stake by 4.9% in Q2 2026, buying an estimated $53.5K and bringing the position to 17,725 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #277.

Founders Financial Securities first reported a position in SSO in Q2 2021 and has held it in 18 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Founders Financial Securities held 17,725 shares of ProShares Ultra S&P500 worth $1.19M as of Q2 2026.
  • Founders Financial Securities bought 836 ProShares Ultra S&P500 shares in Q2 2026, an estimated $53.5K.
  • ProShares Ultra S&P500 made up 0.06% of Founders Financial Securities's portfolio in Q2 2026, its #277 holding.
  • Founders Financial Securities first reported a position in ProShares Ultra S&P500 in Q2 2021 and has held it in 18 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.