Jones Financial Companies
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Jones Financial Companies’s ProShares Ultra S&P500 SSO Stock Holding History

Jones Financial Companies’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 		$95.9K Buy
1,488
+448
+43% +$28.7K ﹤0.01% 2871
2026
Q1 		$51.4K Buy
+1,040
New +$59.4K ﹤0.01% 2951

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 $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
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

Jones Financial Companies's SSO Position: Q2 2026 in Review

Jones Financial Companies increased its ProShares Ultra S&P500 (SSO) stake by 43% in Q2 2026, buying an estimated $28.7K and bringing the position to 1,488 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Jones Financial Companies first reported a position in SSO in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Jones Financial Companies held 1,488 shares of ProShares Ultra S&P500 worth $95.9K as of Q2 2026.
  • Jones Financial Companies bought 448 ProShares Ultra S&P500 shares in Q2 2026, an estimated $28.7K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2871 holding.
  • Jones Financial Companies first reported a position in ProShares Ultra S&P500 in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.