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 Q3	$2.12M	Sell	30,604 -8,803	-22%	-$609K	0.05%	252
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	$206K	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%	-$2.2K	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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Larson Financial Group's SSO Position: Q3 2026 in Review

Larson Financial Group reduced its ProShares Ultra S&P500 (SSO) stake by 22% in Q3 2026, selling an estimated $609K and leaving 30,604 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #252.

Larson Financial Group first reported a position in SSO in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.01M in Q4 2025. 156 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Larson Financial Group held 30,604 shares of ProShares Ultra S&P500 worth $2.12M as of Q3 2026.
Larson Financial Group sold 8,803 ProShares Ultra S&P500 shares in Q3 2026, an estimated $609K.
ProShares Ultra S&P500 made up 0.05% of Larson Financial Group's portfolio in Q3 2026, its #252 holding.
Larson Financial Group first reported a position in ProShares Ultra S&P500 in Q4 2018 and has held it in 32 quarters since.
Larson Financial Group's ProShares Ultra S&P500 position peaked at $3.01M in Q4 2025.
156 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.