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

IFP 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 		$2.36K Buy
+35
New +$2.24K ﹤0.01% 4165
2023
Q3 		– Sell
-14,420
Closed -$419K – 3528
2023
Q2 		$419K Buy
14,420
+2,414
+20% +$63.2K 0.02% 710
2023
Q1 		$728K Sell
12,006
-42,624
-78% -$1.02M 0.03% 475
2022
Q4 		$3.31M Sell
54,630
-16,130
-23% -$366K 0.09% 234
2022
Q3 		$4.3M Buy
70,760
+17,364
+33% +$430K 0.11% 182
2022
Q2 		$3.24M Hold
53,396
– – 0.1% 226
2022
Q1 		$3.24M Buy
+53,396
New +$1.71M 0.1% 226
2020
Q1 		– Sell
-6,648
Closed -$127K – 2990
2019
Q4 		$127K Sell
6,648
-15,720
-70% -$271K 0.01% 829
2019
Q3 		$355K Buy
+22,368
New +$356K 0.02% 579
2019
Q1 		$126K Sell
8,560
-5,520
-39% -$75.2K 0.02% 608
2018
Q4 		$160K Sell
14,080
-1,520
-10% -$20.7K 0.01% 956
2018
Q3 		$249K Sell
15,600
-3,320
-18% -$50.7K 0.01% 964
2018
Q2 		$263K Buy
18,920
+11,224
+146% +$155K 0.01% 931
2018
Q1 		$105K Hold
7,696
– – ﹤0.01% 1358
2017
Q4 		$105K Sell
7,696
-28,512
-79% -$369K ﹤0.01% 1370
2017
Q3 		$438K Sell
36,208
-24,568
-40% -$285K 0.02% 741
2017
Q2 		$680K Buy
60,776
+23,808
+64% +$260K 0.03% 553
2017
Q1 		$392K Sell
36,968
-23,200
-39% -$238K 0.02% 786
2016
Q4 		$573K Buy
60,168
+37,208
+162% +$336K 0.03% 567
2016
Q3 		$204K Buy
22,960
+8
+0% +$71 0.01% 998
2016
Q2 		$190K Buy
22,952
+14,392
+168% +$117K 0.01% 995
2016
Q1 		$126K Sell
8,560
-12,440
-59% -$89.3K 0.02% 608
2015
Q4 		$165K Buy
+21,000
New +$167K 0.01% 927

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

IFP Advisors's SSO Position: Q2 2026 in Review

IFP Advisors opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 35 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #4165 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SSO as recently as Q2 2023.

IFP Advisors first reported a position in SSO in Q4 2015 and has held it in 23 quarters since. The position peaked at $4.3M in Q3 2022. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • IFP Advisors held 35 shares of ProShares Ultra S&P500 worth $2.36K as of Q2 2026.
  • ProShares Ultra S&P500 was a new IFP Advisors position in Q2 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4165 holding.
  • IFP Advisors first reported a position in ProShares Ultra S&P500 in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's ProShares Ultra S&P500 position peaked at $4.3M in Q3 2022.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.