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Legacy Capital Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Legacy Capital 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 		$555K Sell
8,243
-3,037
-27% -$194K 0.26% 50
2026
Q1 		$585K Sell
11,280
-1,167
-9% -$66.7K 0.34% 43
2025
Q4 		$721K Buy
+12,447
New +$712K 0.44% 42
2024
Q4 		$731K Buy
+15,796
New +$744K 0.73% 36

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

Legacy Capital Wealth Management's SSO Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 27% in Q2 2026, selling an estimated $194K and leaving 8,243 shares worth $555K. The position accounts for 0.26% of the portfolio, ranked #50.

Legacy Capital Wealth Management first reported a position in SSO in Q4 2024 and has held it in 4 quarters since. The position peaked at $731K in Q4 2024. 238 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Legacy Capital Wealth Management held 8,243 shares of ProShares Ultra S&P500 worth $555K as of Q2 2026.
  • Legacy Capital Wealth Management sold 3,037 ProShares Ultra S&P500 shares in Q2 2026, an estimated $194K.
  • ProShares Ultra S&P500 made up 0.26% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Legacy Capital Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2024 and has held it in 4 quarters since.
  • Legacy Capital Wealth Management's ProShares Ultra S&P500 position peaked at $731K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

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