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Harvest Investment Services’s ProShares Ultra S&P500 SSO Stock Holding History

Harvest Investment Services’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 		$1M Sell
14,852
-1,040
-7% -$66.6K 0.15% 158
2026
Q1 		$824K Buy
15,892
+142
+0.9% +$8.12K 0.15% 143
2025
Q4 		$912K Sell
15,750
-44
-0.3% -$2.52K 0.17% 132
2025
Q3 		$885K Buy
15,794
+542
+4% +$28.3K 0.18% 132
2025
Q2 		$745K Buy
15,252
+2,442
+19% +$103K 0.17% 145
2025
Q1 		$530K Sell
12,810
-2,846
-18% -$131K 0.15% 149
2024
Q4 		$724K Sell
15,656
-352
-2% -$16.6K 0.18% 139
2024
Q3 		$722K Buy
16,008
+3,210
+25% +$135K 0.23% 112
2024
Q2 		$529K Sell
12,798
-3,448
-21% -$133K 0.21% 106
2024
Q1 		$630K Sell
16,246
-2,312
-12% -$81.8K 0.25% 91
2023
Q4 		$604K Buy
18,558
+5,048
+37% +$145K 0.28% 96
2023
Q3 		$361K Sell
13,510
-5,452
-29% -$158K 0.23% 104
2023
Q2 		$551K Sell
18,962
-848
-4% -$22.2K 0.31% 95
2023
Q1 		$497K Buy
19,810
+866
+5% +$20.8K 0.38% 68
2022
Q4 		$421K Buy
18,944
+3,652
+24% +$82.8K 0.45% 70
2022
Q3 		$303K Buy
15,292
+6
+0% +$148 0.37% 82
2022
Q2 		$343K Sell
15,286
-11,760
-43% -$315K 0.26% 89
2022
Q1 		$887K Sell
27,046
-2,994
-10% -$95.8K 0.53% 53
2021
Q4 		$1.1M Sell
30,040
-228
-0.8% -$7.8K 0.46% 61
2021
Q3 		$906K Sell
30,268
-1,340
-4% -$42.4K 0.37% 80
2021
Q2 		$943K Sell
31,608
-320
-1% -$9.06K 0.4% 72
2021
Q1 		$816K Sell
31,928
-9,060
-22% -$219K 0.37% 83
2020
Q4 		$936K Sell
40,988
-5,992
-13% -$123K 0.48% 48
2020
Q3 		$862K Sell
46,980
-2,948
-6% -$53.1K 0.49% 53
2020
Q2 		$780K Buy
49,928
+16,632
+50% +$235K 0.46% 52
2020
Q1 		$370K Sell
33,296
-13,456
-29% -$227K 0.49% 54
2019
Q4 		$881K Sell
46,752
-3,728
-7% -$64.2K 0.47% 45
2019
Q3 		$791K Sell
50,480
-17,712
-26% -$282K 0.4% 54
2019
Q2 		$1.09M Buy
68,192
+16
+0% +$243 0.62% 49
2019
Q1 		$1.03M Sell
68,176
-3,952
-5% -$53.8K 0.6% 46
2018
Q4 		$923K Buy
+72,128
New +$982K 0.85% 36

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

Harvest Investment Services's SSO Position: Q2 2026 in Review

Harvest Investment Services reduced its ProShares Ultra S&P500 (SSO) stake by 6.5% in Q2 2026, selling an estimated $66.6K and leaving 14,852 shares worth $1M. The position accounts for 0.15% of the portfolio, ranked #158.

Harvest Investment Services first reported a position in SSO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.1M in Q4 2021. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Harvest Investment Services held 14,852 shares of ProShares Ultra S&P500 worth $1M as of Q2 2026.
  • Harvest Investment Services sold 1,040 ProShares Ultra S&P500 shares in Q2 2026, an estimated $66.6K.
  • ProShares Ultra S&P500 made up 0.15% of Harvest Investment Services's portfolio in Q2 2026, its #158 holding.
  • Harvest Investment Services first reported a position in ProShares Ultra S&P500 in Q4 2018 and has held it in 31 quarters since.
  • Harvest Investment Services's ProShares Ultra S&P500 position peaked at $1.1M in Q4 2021.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

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