KWM
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Kingsview Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Kingsview Wealth Management’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 		$233K Sell
3,458
-458
-12% -$29.3K ﹤0.01% 1293
2026
Q1 		$203K Buy
+3,916
New +$224K ﹤0.01% 1255
2025
Q4 		– Sell
-4,018
Closed -$225K – 1318
2025
Q3 		$225K Sell
4,018
-612
-13% -$31.9K ﹤0.01% 1093
2025
Q2 		$226K Buy
+4,630
New +$196K ﹤0.01% 1064
2025
Q1 		– Sell
-10,932
Closed -$506K – 1180
2024
Q4 		$506K Sell
10,932
-194
-2% -$9.13K 0.01% 735
2024
Q3 		$502K Buy
11,126
+4,802
+76% +$203K 0.01% 721
2024
Q2 		$261K Buy
+6,324
New +$243K 0.01% 885
2024
Q1 		– Sell
-8,480
Closed -$276K – 1070
2023
Q4 		$276K Sell
8,480
-626
-7% -$18K 0.01% 799
2023
Q3 		$243K Sell
9,106
-7,840
-46% -$228K 0.01% 824
2023
Q2 		$493K Buy
+16,946
New +$444K 0.02% 593
2022
Q1 		– Sell
-6,896
Closed -$252K – 1004
2021
Q4 		$252K Buy
+6,896
New +$236K 0.01% 793
2020
Q2 		– Sell
-35,160
Closed -$391K – 655
2020
Q1 		$391K Buy
+35,160
New +$594K 0.05% 302

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

Kingsview Wealth Management's SSO Position: Q2 2026 in Review

Kingsview Wealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 12% in Q2 2026, selling an estimated $29.3K and leaving 3,458 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Kingsview Wealth Management first reported a position in SSO in Q1 2020 and has held it in 12 quarters since. The position peaked at $506K in Q4 2024. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Kingsview Wealth Management held 3,458 shares of ProShares Ultra S&P500 worth $233K as of Q2 2026.
  • Kingsview Wealth Management sold 458 ProShares Ultra S&P500 shares in Q2 2026, an estimated $29.3K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1293 holding.
  • Kingsview Wealth Management first reported a position in ProShares Ultra S&P500 in Q1 2020 and has held it in 12 quarters since.
  • Kingsview Wealth Management's ProShares Ultra S&P500 position peaked at $506K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.