Mercer Global Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Mercer Global Advisors’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	$2.29M	Buy	33,959 +6,383	+23%	+$409K	﹤0.01%	1256
2026 Q1	$1.43M	Sell	27,576 -64,842	-70%	-$3.71M	﹤0.01%	1370
2025 Q4	$5.39M	Buy	92,418 +45,158	+96%	+$2.58M	0.01%	692
2025 Q3	$2.65M	Buy	+47,260	New	+$2.47M	﹤0.01%	922
2025 Q2	–	Sell	-5,326	Closed	-$220K	–	2368
2025 Q1	$220K	Sell	5,326 -47,314	-90%	-$2.18M	﹤0.01%	1908
2024 Q4	$2.43M	Buy	+52,640	New	+$2.48M	0.01%	764
2023 Q4	–	Sell	-15,730	Closed	-$420K	–	2085
2023 Q3	$420K	Sell	15,730 -820	-5%	-$23.8K	﹤0.01%	1337
2023 Q2	$481K	Buy	16,550 +822	+5%	+$21.5K	﹤0.01%	1253
2023 Q1	$395K	Hold	15,728	–	–	﹤0.01%	1330
2022 Q4	$350K	Buy	+15,728	New	+$357K	﹤0.01%	1418
2022 Q3	–	Sell	-13,254	Closed	-$298K	–	1910
2022 Q2	$298K	Buy	13,254 +2,600	+24%	+$69.7K	﹤0.01%	1426
2022 Q1	$350K	Buy	+10,654	New	+$341K	﹤0.01%	1430

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

Mercer Global Advisors's SSO Position: Q2 2026 in Review

Mercer Global Advisors increased its ProShares Ultra S&P500 (SSO) stake by 23% in Q2 2026, buying an estimated $409K and bringing the position to 33,959 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Mercer Global Advisors first reported a position in SSO in Q1 2022 and has held it in 12 quarters since. The position peaked at $5.39M in Q4 2025. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Mercer Global Advisors held 33,959 shares of ProShares Ultra S&P500 worth $2.29M as of Q2 2026.
Mercer Global Advisors bought 6,383 ProShares Ultra S&P500 shares in Q2 2026, an estimated $409K.
ProShares Ultra S&P500 made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1256 holding.
Mercer Global Advisors first reported a position in ProShares Ultra S&P500 in Q1 2022 and has held it in 12 quarters since.
Mercer Global Advisors's ProShares Ultra S&P500 position peaked at $5.39M in Q4 2025.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.