MWM
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Meridian Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Meridian Wealth Management’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
Q1 		$1.79M Buy
34,551
+727
+2% +$41.5K 0.06% 245
2025
Q4 		$1.96M Sell
33,824
-550
-2% -$31.5K 0.07% 231
2025
Q3 		$1.93M Sell
34,374
-918
-3% -$47.9K 0.07% 224
2025
Q2 		$1.72M Buy
35,292
+3,030
+9% +$128K 0.07% 222
2025
Q1 		$1.34M Sell
32,262
-5,478
-15% -$253K 0.06% 230
2024
Q4 		$1.75M Buy
37,740
+1,892
+5% +$89.1K 0.08% 206
2024
Q3 		$1.62M Sell
35,848
-3,042
-8% -$128K 0.08% 206
2024
Q2 		$1.61M Buy
+38,890
New +$1.5M 0.19% 92
2024
Q1 		– Sell
-34,632
Closed -$1.13M – 496
2023
Q4 		$1.13M Sell
34,632
-330
-0.9% -$9.49K 0.07% 238
2023
Q3 		$933K Buy
34,962
+2,126
+6% +$61.7K 0.06% 247
2023
Q2 		$955K Buy
32,836
+788
+2% +$20.6K 0.08% 213
2023
Q1 		$804K Buy
32,048
+6,892
+27% +$165K 0.07% 241
2022
Q4 		$559K Sell
25,156
-372
-1% -$8.44K 0.05% 288
2022
Q3 		$507K Sell
25,528
-546
-2% -$13.5K 0.05% 275
2022
Q2 		$585K Sell
26,074
-36
-0.1% -$965 0.05% 322
2022
Q1 		$857K Buy
26,110
+530
+2% +$17K 0.09% 173
2021
Q4 		$936K Buy
25,580
+1,388
+6% +$47.5K 0.1% 162
2021
Q3 		$725K Buy
24,192
+656
+3% +$20.7K 0.09% 183
2021
Q2 		$702K Sell
23,536
-3,096
-12% -$87.6K 0.09% 185
2021
Q1 		$681K Sell
26,632
-1,032
-4% -$25K 0.1% 175
2020
Q4 		$631K Sell
27,664
-88
-0.3% -$1.81K 0.1% 163
2020
Q3 		$509K Sell
27,752
-664
-2% -$11.9K 0.12% 140
2020
Q2 		$444K Sell
28,416
-5,912
-17% -$83.7K 0.15% 130
2020
Q1 		$381K Buy
34,328
+11,216
+49% +$190K 0.17% 133
2019
Q4 		$435K Buy
23,112
+3,712
+19% +$63.9K 0.21% 101
2019
Q3 		$312K Buy
19,400
+3,080
+19% +$49K 0.15% 147
2019
Q2 		$2.57K Buy
+16,320
New +$248K 0.1% 171
2019
Q1 		– Sell
-30,536
Closed -$354K – 211
2018
Q4 		$354K Buy
30,536
+10,520
+53% +$143K 0.21% 94
2018
Q3 		$319K Sell
20,016
-616
-3% -$9.4K 0.14% 129
2018
Q2 		$287K Buy
+20,632
New +$284K 0.14% 140
2017
Q1 		– Sell
-23,520
Closed -$224K – 176
2016
Q4 		$224K Buy
+23,520
New +$213K 0.18% 116

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Meridian Wealth Management's SSO Position: Q1 2026 in Review

Meridian Wealth Management increased its ProShares Ultra S&P500 (SSO) stake by 2.1% in Q1 2026, buying an estimated $41.5K and bringing the position to 34,551 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #245.

Meridian Wealth Management first reported a position in SSO in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.96M in Q4 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Meridian Wealth Management held 34,551 shares of ProShares Ultra S&P500 worth $1.79M as of Q1 2026.
  • Meridian Wealth Management bought 727 ProShares Ultra S&P500 shares in Q1 2026, an estimated $41.5K.
  • ProShares Ultra S&P500 made up 0.06% of Meridian Wealth Management's portfolio in Q1 2026, its #245 holding.
  • Meridian Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2016 and has held it in 31 quarters since.
  • Meridian Wealth Management's ProShares Ultra S&P500 position peaked at $1.96M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.