Larson Financial Group’s ProShares Ultra S&P500 SSO Stock Holding History

Larson Financial Group’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	$2.66M	Buy	39,407 +1,407	+4%	+$90.1K	0.07%	224
2026 Q1	$1.97M	Sell	38,000 -13,965	-27%	-$798K	0.06%	238
2025 Q4	$3.01M	Buy	51,965 +45,393	+691%	+$2.6M	0.1%	178
2025 Q3	$368K	Buy	6,572 +1,572	+31%	+$82K	0.01%	550
2025 Q2	$244K	Hold	5,000	–	–	0.01%	622
2025 Q1	$207K	Hold	5,000	–	–	0.01%	619
2024 Q4	$231K	Hold	5,000	–	–	0.01%	536
2024 Q3	$225K	Hold	5,000	–	–	0.01%	542
2024 Q2	$207K	Hold	5,000	–	–	0.01%	458
2024 Q1	$194K	Hold	5,000	–	–	0.02%	415
2023 Q4	$163K	Hold	5,000	–	–	0.01%	395
2023 Q3	$133K	Hold	5,000	–	–	0.01%	401
2023 Q2	$145K	Hold	5,000	–	–	0.01%	373
2023 Q1	$126K	Sell	5,000 -92	-2%	-$2.21K	0.01%	396
2022 Q4	$113K	Sell	5,092 -304	-6%	-$6.9K	0.01%	386
2022 Q3	$107K	Hold	5,396	–	–	0.02%	352
2022 Q2	$121K	Hold	5,396	–	–	0.02%	238
2022 Q1	$177K	Sell	5,396 -32	-0.6%	-$1.02K	0.03%	210
2021 Q4	$199K	Sell	5,428 -228	-4%	-$7.8K	0.03%	194
2021 Q3	$169K	Buy	5,656 +656	+13%	+$20.7K	0.03%	161
2021 Q2	$149K	Sell	5,000 -4	-0.1%	-$113	0.03%	150
2021 Q1	$128K	Hold	5,004	–	–	0.04%	146
2020 Q4	$114K	Hold	5,004	–	–	0.04%	129
2020 Q3	$92K	Buy	5,004 +4	+0.1%	+$72	0.04%	134
2020 Q2	$78K	Hold	5,000	–	–	0.04%	151
2020 Q1	$56K	Hold	5,000	–	–	0.04%	151
2019 Q4	$94K	Hold	5,000	–	–	0.05%	114
2019 Q3	$80K	Hold	5,000	–	–	0.05%	115
2019 Q2	$79K	Hold	5,000	–	–	0.06%	96
2019 Q1	$74K	Buy	5,000 +16	+0.3%	+$218	0.06%	93
2018 Q4	$58K	Buy	+4,984	New	+$67.8K	0.05%	104

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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 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

Larson Financial Group's SSO Position: Q2 2026 in Review

Larson Financial Group increased its ProShares Ultra S&P500 (SSO) stake by 3.7% in Q2 2026, buying an estimated $90.1K and bringing the position to 39,407 shares worth $2.66M. The position accounts for 0.07% of the portfolio, ranked #224.

Larson Financial Group first reported a position in SSO in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.01M in Q4 2025. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Larson Financial Group held 39,407 shares of ProShares Ultra S&P500 worth $2.66M as of Q2 2026.
Larson Financial Group bought 1,407 ProShares Ultra S&P500 shares in Q2 2026, an estimated $90.1K.
ProShares Ultra S&P500 made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #224 holding.
Larson Financial Group first reported a position in ProShares Ultra S&P500 in Q4 2018 and has held it in 31 quarters since.
Larson Financial Group's ProShares Ultra S&P500 position peaked at $3.01M in Q4 2025.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

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