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McDonald Partners’s ProShares Ultra S&P500 SSO Stock Holding History

McDonald Partners’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 		$23.6K Buy
+350
New +$22.4K 0.01% 389

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
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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 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
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

McDonald Partners's SSO Position: Q2 2026 in Review

McDonald Partners opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 350 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings.

92 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • McDonald Partners held 350 shares of ProShares Ultra S&P500 worth $23.6K as of Q2 2026.
  • ProShares Ultra S&P500 was a new McDonald Partners position in Q2 2026.
  • ProShares Ultra S&P500 made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #389 holding.
  • 92 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.