HCR Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

HCR Wealth 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	$201K	Buy	+2,981	New	+$191K	0.02%	258
2021 Q1	–	Sell	-2,508	Closed	-$57K	–	264
2020 Q4	$57K	Buy	+2,508	New	+$51.5K	0.01%	204
2020 Q2	–	Sell	-18,880	Closed	-$210K	–	263
2020 Q1	$210K	Buy	+18,880	New	+$319K	0.06%	144

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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 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

HCR Wealth Advisors's SSO Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 2,981 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in SSO as recently as Q4 2020.

HCR Wealth Advisors first reported a position in SSO in Q1 2020 and has held it in 3 quarters since. The position peaked at $210K in Q1 2020. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

HCR Wealth Advisors held 2,981 shares of ProShares Ultra S&P500 worth $201K as of Q2 2026.
ProShares Ultra S&P500 was a new HCR Wealth Advisors position in Q2 2026.
ProShares Ultra S&P500 made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #258 holding.
HCR Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q1 2020 and has held it in 3 quarters since.
HCR Wealth Advisors's ProShares Ultra S&P500 position peaked at $210K in Q1 2020.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.