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Legacy Wealth Partners (Colorado)’s ProShares Ultra S&P500 SSO Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$472K Sell
6,999
-22,371
-76% -$1.43M 0.11% 113
2026
Q1 		$1.52M Sell
29,370
-137,512
-82% -$7.86M 0.38% 44
2025
Q4 		$9.67M Buy
+166,882
New +$9.55M 2.5% 6

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 Wealth Partners (Colorado)'s SSO Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its ProShares Ultra S&P500 (SSO) stake by 76% in Q2 2026, selling an estimated $1.43M and leaving 6,999 shares worth $472K. The position accounts for 0.11% of the portfolio, ranked #113.

Legacy Wealth Partners (Colorado) first reported a position in SSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.67M in Q4 2025. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 6,999 shares of ProShares Ultra S&P500 worth $472K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 22,371 ProShares Ultra S&P500 shares in Q2 2026, an estimated $1.43M.
  • ProShares Ultra S&P500 made up 0.11% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #113 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in ProShares Ultra S&P500 in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s ProShares Ultra S&P500 position peaked at $9.67M in Q4 2025.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.