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

NewEdge 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 		$879K Sell
13,045
-11,298
-46% -$723K ﹤0.01% 1747
2026
Q1 		$1.26M Buy
24,343
+12,933
+113% +$739K ﹤0.01% 1371
2025
Q4 		$661K Sell
11,410
-150
-1% -$8.58K ﹤0.01% 1762
2025
Q3 		$648K Sell
11,560
-1,920
-14% -$100K ﹤0.01% 1659
2025
Q2 		$659K Sell
13,480
-15,300
-53% -$646K ﹤0.01% 1534
2025
Q1 		$1.19M Buy
28,780
+19,180
+200% +$885K 0.01% 1097
2024
Q4 		$444K Sell
9,600
-8,200
-46% -$386K ﹤0.01% 1630
2024
Q3 		$803K Buy
17,800
+11,404
+178% +$481K 0.01% 1205
2024
Q2 		$264K Sell
6,396
-914
-13% -$35.1K ﹤0.01% 1783
2024
Q1 		$283K Sell
7,310
-68,436
-90% -$2.42M ﹤0.01% 1672
2023
Q4 		$2.47M Sell
75,746
-5,976
-7% -$172K 0.02% 592
2023
Q3 		$2.18M Buy
81,722
+7,382
+10% +$214K 0.02% 571
2023
Q2 		$2.16M Buy
+74,340
New +$1.95M 0.02% 562
2023
Q1 		– Sell
-2,880
Closed -$64K – 4071
2022
Q4 		$64K Buy
+2,880
New +$65.3K ﹤0.01% 1618

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

NewEdge Advisors's SSO Position: Q2 2026 in Review

NewEdge Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 46% in Q2 2026, selling an estimated $723K and leaving 13,045 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

NewEdge Advisors first reported a position in SSO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.47M in Q4 2023. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • NewEdge Advisors held 13,045 shares of ProShares Ultra S&P500 worth $879K as of Q2 2026.
  • NewEdge Advisors sold 11,298 ProShares Ultra S&P500 shares in Q2 2026, an estimated $723K.
  • ProShares Ultra S&P500 made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1747 holding.
  • NewEdge Advisors first reported a position in ProShares Ultra S&P500 in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's ProShares Ultra S&P500 position peaked at $2.47M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.