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Legacy Investment Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.69M Buy
+34,680
New +$1.46M 0.88% 24
2024
Q4 		$8.58K Sell
178
-27,416
-99% -$1.29M 0.01% 312
2024
Q3 		$1.33M Buy
+27,594
New +$1.16M 0.78% 23

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 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
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Legacy Investment Solutions's SSO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2025: 34,680 shares worth $1.69M. The stake represents 0.88% of the portfolio and ranks #24 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SSO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SSO in Q3 2024 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

  • Legacy Investment Solutions held 34,680 shares of ProShares Ultra S&P500 worth $1.69M as of Q2 2025.
  • ProShares Ultra S&P500 was a new Legacy Investment Solutions position in Q2 2025.
  • ProShares Ultra S&P500 made up 0.88% of Legacy Investment Solutions's portfolio in Q2 2025, its #24 holding.
  • Legacy Investment Solutions first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.