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Marshall Financial Group (Maryland)’s ProShares Ultra S&P500 SSO Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.67M Sell
54,435
-25,412
-32% -$1.63M 0.53% 34
2026
Q1 		$4.14M Sell
79,847
-24,975
-24% -$1.43M 0.66% 25
2025
Q4 		$6.07M Sell
104,822
-22,898
-18% -$1.31M 1.18% 14
2025
Q3 		$7.16M Sell
127,720
-378,238
-75% -$19.7M 1.4% 13
2025
Q2 		$24.9M Buy
505,958
+159,118
+46% +$6.72M 4.89% 3
2025
Q1 		$14.4M Buy
346,840
+327,022
+1,650% +$15.1M 3.14% 8
2024
Q4 		$917K Sell
19,818
-1,062
-5% -$50K 0.22% 117
2024
Q3 		$941K Hold
20,880
– – 0.22% 125
2024
Q2 		$862K Sell
20,880
-1,164
-5% -$44.8K 0.24% 110
2024
Q1 		$854K Sell
22,044
-862
-4% -$30.5K 0.25% 113
2023
Q4 		$745K Sell
22,906
-1,492
-6% -$42.9K 0.24% 114
2023
Q3 		$651K Sell
24,398
-2,240
-8% -$65K 0.23% 111
2023
Q2 		$775K Sell
26,638
-794
-3% -$20.8K 0.26% 99
2023
Q1 		$689K Sell
27,432
-82
-0.3% -$1.97K 0.25% 109
2022
Q4 		$611K Sell
27,514
-5,394
-16% -$122K 0.24% 120
2022
Q3 		$654K Sell
32,908
-6,960
-17% -$172K 0.28% 116
2022
Q2 		$895K Sell
39,868
-137,572
-78% -$3.69M 0.36% 85
2022
Q1 		$5.82M Buy
177,440
+16,020
+10% +$513K 2.38% 5
2021
Q4 		$5.91M Buy
+161,420
New +$5.52M 2.18% 8

Other funds holding SSO

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
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SSO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its ProShares Ultra S&P500 (SSO) stake by 32% in Q2 2026, selling an estimated $1.63M and leaving 54,435 shares worth $3.67M. The position accounts for 0.53% of the portfolio, ranked #34.

Marshall Financial Group (Maryland) first reported a position in SSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.9M in Q2 2025. 57 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 54,435 shares of ProShares Ultra S&P500 worth $3.67M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 25,412 ProShares Ultra S&P500 shares in Q2 2026, an estimated $1.63M.
  • ProShares Ultra S&P500 made up 0.53% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #34 holding.
  • Marshall Financial Group (Maryland) first reported a position in ProShares Ultra S&P500 in Q4 2021 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s ProShares Ultra S&P500 position peaked at $24.9M in Q2 2025.
  • 57 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.