Legacy Wealth Management (Idaho)’s ProShares Ultra S&P500 SSO Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-77	Closed	-$4K	–	860
2026 Q1	$4K	Sell	77 -19,067	-100%	-$1.09M	﹤0.01%	666
2025 Q4	$1.11M	Sell	19,144 -2,976	-13%	-$170K	0.53%	42
2025 Q3	$1.24M	Sell	22,120 -12,560	-36%	-$655K	0.56%	43
2025 Q2	$1.69M	Buy	34,680 +34,508	+20,063%	+$1.46M	0.88%	24
2025 Q1	$7.12K	Sell	172 -6	-3%	-$277	0.01%	383
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 $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

Legacy Wealth Management (Idaho)'s SSO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 77 shares — an estimated $4K sold.

Legacy Wealth Management (Idaho) first reported a position in SSO in Q3 2024 and held it in 7 quarters. The position peaked at $1.69M in Q2 2025. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 77 ProShares Ultra S&P500 shares in Q2 2026, an estimated $4K.
Legacy Wealth Management (Idaho) first reported a position in ProShares Ultra S&P500 in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s ProShares Ultra S&P500 position peaked at $1.69M in Q2 2025.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

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