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

Mindset 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 Q3	$503K	Sell	7,256 -2,418	-25%	-$167K	0.09%	98
2026 Q2	$652K	Hold	9,674	–	–	0.13%	81
2026 Q1	$502K	Hold	9,674	–	–	0.13%	87
2025 Q4	$560K	Hold	9,674	–	–	0.15%	75
2025 Q3	$542K	Hold	9,674	–	–	0.15%	75
2025 Q2	$473K	Hold	9,674	–	–	0.15%	75
2025 Q1	$400K	Buy	9,674 +8	+0.1%	+$369	0.16%	81
2024 Q4	$447K	Hold	9,666	–	–	0.16%	69
2024 Q3	$436K	Buy	+9,666	New	+$408K	0.18%	68

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Mindset Wealth Management's SSO Position: Q3 2026 in Review

Mindset Wealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 25% in Q3 2026, selling an estimated $167K and leaving 7,256 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #98.

Mindset Wealth Management first reported a position in SSO in Q3 2024 and has held it in 9 quarters since. The position peaked at $652K in Q2 2026. 64 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Mindset Wealth Management held 7,256 shares of ProShares Ultra S&P500 worth $503K as of Q3 2026.
Mindset Wealth Management sold 2,418 ProShares Ultra S&P500 shares in Q3 2026, an estimated $167K.
ProShares Ultra S&P500 made up 0.09% of Mindset Wealth Management's portfolio in Q3 2026, its #98 holding.
Mindset Wealth Management first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's ProShares Ultra S&P500 position peaked at $652K in Q2 2026.
64 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.