IWC
SSO icon

Integrated Wealth Concepts’s ProShares Ultra S&P500 SSO Stock Holding History

Integrated Wealth Concepts’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 		$295K Sell
4,373
-3
-0.1% -$192 ﹤0.01% 1987
2026
Q1 		$227K Buy
+4,376
New +$250K ﹤0.01% 2029
2025
Q2 		– Sell
-13,258
Closed -$549K – 1997
2025
Q1 		$549K Buy
+13,258
New +$612K 0.01% 1103

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

Integrated Wealth Concepts's SSO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its ProShares Ultra S&P500 (SSO) stake by 0.07% in Q2 2026, selling an estimated $192 and leaving 4,373 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Integrated Wealth Concepts first reported a position in SSO in Q1 2025 and has held it in 3 quarters since. The position peaked at $549K in Q1 2025. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Integrated Wealth Concepts held 4,373 shares of ProShares Ultra S&P500 worth $295K as of Q2 2026.
  • Integrated Wealth Concepts sold 3 ProShares Ultra S&P500 shares in Q2 2026, an estimated $192.
  • ProShares Ultra S&P500 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1987 holding.
  • Integrated Wealth Concepts first reported a position in ProShares Ultra S&P500 in Q1 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's ProShares Ultra S&P500 position peaked at $549K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.