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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
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

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
Goldman Sachs
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
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

Mindset Wealth Management's SSO Position: Q2 2026 in Review

Mindset Wealth Management held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 9,674 shares worth $652K. The position accounts for 0.13% of the portfolio, ranked #81.

Mindset Wealth Management first reported a position in SSO in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Mindset Wealth Management held 9,674 shares of ProShares Ultra S&P500 worth $652K as of Q2 2026.
  • Mindset Wealth Management left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
  • ProShares Ultra S&P500 made up 0.13% of Mindset Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Mindset Wealth Management first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 8 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.