IFG
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Independent Financial Group’s ProShares Ultra S&P500 SSO Stock Holding History

Independent Financial Group’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 		$11.2M Sell
166,076
-5,123
-3% -$328K 0.21% 90
2026
Q1 		$8.88M Sell
171,199
-1,836
-1% -$105K 0.2% 105
2025
Q4 		$10M Sell
173,035
-2,043
-1% -$117K 0.22% 83
2025
Q3 		$9.82M Sell
175,078
-1,456
-0.8% -$76K 0.24% 76
2025
Q2 		$8.63M Buy
176,534
+75,920
+75% +$3.21M 0.24% 74
2025
Q1 		$4.16M Buy
100,614
+456
+0.5% +$21K 0.14% 143
2024
Q4 		$4.63M Sell
100,158
-340
-0.3% -$16K 0.15% 123
2024
Q3 		$4.53M Sell
100,498
-1,768
-2% -$74.6K 0.17% 115
2024
Q2 		$4.22M Buy
102,266
+10,972
+12% +$422K 0.17% 118
2024
Q1 		$3.54M Buy
91,294
+46
+0.1% +$1.63K 0.16% 126
2023
Q4 		$2.97M Buy
91,248
+5,886
+7% +$169K 0.16% 140
2023
Q3 		$2.28M Hold
85,362
– – 0.15% 147
2023
Q2 		$2.48M Buy
85,362
+27,600
+48% +$722K 0.17% 132
2023
Q1 		$1.45M Buy
57,762
+2,004
+4% +$48K 0.12% 201
2022
Q4 		$1.24M Sell
55,758
-17,446
-24% -$396K 0.11% 199
2022
Q3 		$1.45M Buy
73,204
+59,556
+436% +$1.47M 0.13% 156
2022
Q2 		$306K Buy
13,648
+800
+6% +$21.4K 0.03% 499
2022
Q1 		$421K Sell
12,848
-6,300
-33% -$202K 0.03% 483
2021
Q4 		$701K Buy
+19,148
New +$655K 0.06% 337

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Independent Financial Group's SSO Position: Q2 2026 in Review

Independent Financial Group reduced its ProShares Ultra S&P500 (SSO) stake by 3% in Q2 2026, selling an estimated $328K and leaving 166,076 shares worth $11.2M. The position accounts for 0.21% of the portfolio, ranked #90.

Independent Financial Group first reported a position in SSO in Q4 2021 and has held it in 19 quarters since. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Independent Financial Group held 166,076 shares of ProShares Ultra S&P500 worth $11.2M as of Q2 2026.
  • Independent Financial Group sold 5,123 ProShares Ultra S&P500 shares in Q2 2026, an estimated $328K.
  • ProShares Ultra S&P500 made up 0.21% of Independent Financial Group's portfolio in Q2 2026, its #90 holding.
  • Independent Financial Group first reported a position in ProShares Ultra S&P500 in Q4 2021 and has held it in 19 quarters since.
  • 228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.