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

Kingswood Wealth 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 		$18.3M Buy
271,376
+133,929
+97% +$8.57M 0.74% 21
2026
Q1 		$7.13M Sell
137,447
-129,127
-48% -$7.38M 0.34% 59
2025
Q4 		$15.4M Buy
266,574
+858
+0.3% +$49.1K 0.75% 24
2025
Q3 		$14.9M Buy
265,716
+23,888
+10% +$1.25M 0.9% 15
2025
Q2 		$11.8M Buy
241,828
+226,240
+1,451% +$9.56M 0.93% 16
2025
Q1 		$645K Sell
15,588
-128,906
-89% -$5.95M 0.06% 339
2024
Q4 		$6.68M Buy
144,494
+122,712
+563% +$5.78M 0.5% 31
2024
Q3 		$982K Sell
21,782
-117,560
-84% -$4.96M 0.07% 298
2024
Q2 		$5.75M Buy
139,342
+44,684
+47% +$1.72M 0.52% 30
2024
Q1 		$3.67M Sell
94,658
-15,030
-14% -$532K 0.42% 42
2023
Q4 		$3.57M Buy
+109,688
New +$3.15M 0.4% 48

Other funds holding SSO

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
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Kingswood Wealth Advisors's SSO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its ProShares Ultra S&P500 (SSO) stake by 97% in Q2 2026, buying an estimated $8.57M and bringing the position to 271,376 shares worth $18.3M. The position accounts for 0.74% of the portfolio, ranked #21.

Kingswood Wealth Advisors first reported a position in SSO in Q4 2023 and has held it in 11 quarters since. 77 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Kingswood Wealth Advisors held 271,376 shares of ProShares Ultra S&P500 worth $18.3M as of Q2 2026.
  • Kingswood Wealth Advisors bought 133,929 ProShares Ultra S&P500 shares in Q2 2026, an estimated $8.57M.
  • ProShares Ultra S&P500 made up 0.74% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Kingswood Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q4 2023 and has held it in 11 quarters since.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.