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

Kovack 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 		$662K Buy
9,819
+7
+0.1% +$448 0.03% 524
2026
Q1 		$509K Buy
9,812
+7
+0.1% +$400 0.03% 577
2025
Q4 		$568K Buy
+9,805
New +$561K 0.03% 550
2025
Q1 		– Sell
-6,290
Closed -$291K – 628
2024
Q4 		$291K Sell
6,290
-6
-0.1% -$283 0.03% 453
2024
Q3 		$284K Hold
6,296
– – 0.03% 453
2024
Q2 		$260K Hold
6,296
– – 0.03% 456
2024
Q1 		$244K Hold
6,296
– – 0.03% 397
2023
Q4 		$205K Buy
+6,296
New +$181K 0.02% 518
2020
Q1 		– Sell
-17,544
Closed -$331K – 541
2019
Q4 		$331K Hold
17,544
– – 0.06% 338
2019
Q3 		$282K Sell
17,544
-9,112
-34% -$145K 0.06% 350
2019
Q2 		$420K Sell
26,656
-12,520
-32% -$190K 0.1% 240
2019
Q1 		$577K Hold
39,176
– – 0.14% 171
2018
Q4 		$455K Buy
39,176
+4,896
+14% +$66.6K 0.13% 183
2018
Q3 		$546K Buy
34,280
+800
+2% +$12.2K 0.14% 181
2018
Q2 		$466K Sell
33,480
-2,800
-8% -$38.6K 0.13% 191
2018
Q1 		$478K Sell
36,280
-44,536
-55% -$633K 0.12% 200
2017
Q4 		$1.1M Buy
80,816
+46,016
+132% +$595K 0.28% 81
2017
Q3 		$421K Hold
34,800
– – 0.14% 178
2017
Q2 		$389K Sell
34,800
-24,760
-42% -$271K 0.12% 199
2017
Q1 		$632K Sell
59,560
-2,600
-4% -$26.7K 0.25% 100
2016
Q4 		$592K Buy
62,160
+2,400
+4% +$21.7K 0.28% 81
2016
Q3 		$530K Hold
59,760
– – 0.26% 95
2016
Q2 		$495K Buy
59,760
+4,000
+7% +$32.5K 0.26% 96
2016
Q1 		$445K Hold
55,760
– – 0.28% 101
2015
Q4 		$439K Hold
55,760
– – 0.29% 98
2015
Q3 		$388K Buy
55,760
+8,400
+18% +$65.5K 0.27% 99
2015
Q2 		$382K Buy
47,360
+1,600
+3% +$13.4K 0.27% 95
2015
Q1 		$370K Buy
45,760
+1,840
+4% +$14.8K 0.31% 85
2014
Q4 		$352K Buy
43,920
+11,440
+35% +$87.5K 0.36% 70
2014
Q3 		$239K Hold
32,480
– – 0.35% 76
2014
Q2 		$235K Buy
+32,480
New +$221K 0.34% 69

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

Kovack Advisors's SSO Position: Q2 2026 in Review

Kovack Advisors increased its ProShares Ultra S&P500 (SSO) stake by 0.07% in Q2 2026, buying an estimated $448 and bringing the position to 9,819 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #524.

Kovack Advisors first reported a position in SSO in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.1M in Q4 2017. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Kovack Advisors held 9,819 shares of ProShares Ultra S&P500 worth $662K as of Q2 2026.
  • Kovack Advisors bought 7 ProShares Ultra S&P500 shares in Q2 2026, an estimated $448.
  • ProShares Ultra S&P500 made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #524 holding.
  • Kovack Advisors first reported a position in ProShares Ultra S&P500 in Q2 2014 and has held it in 31 quarters since.
  • Kovack Advisors's ProShares Ultra S&P500 position peaked at $1.1M in Q4 2017.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.