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

NewEdge Wealth’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 		$2.32M Hold
44,705
– – 0.03% 387
2025
Q4 		$2.59M Sell
44,705
-3,401
-7% -$195K 0.03% 388
2025
Q3 		$2.77M Hold
48,106
– – 0.04% 316
2025
Q2 		$2.44M Sell
48,106
-36,226
-43% -$1.53M 0.04% 340
2025
Q1 		$3.49M Buy
+84,332
New +$3.89M 0.06% 242

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

NewEdge Wealth's SSO Position: Q1 2026 in Review

NewEdge Wealth held its ProShares Ultra S&P500 (SSO) position steady in Q1 2026 at 44,705 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #387.

NewEdge Wealth first reported a position in SSO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.49M in Q1 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • NewEdge Wealth held 44,705 shares of ProShares Ultra S&P500 worth $2.32M as of Q1 2026.
  • NewEdge Wealth left its ProShares Ultra S&P500 share count unchanged in Q1 2026.
  • ProShares Ultra S&P500 made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #387 holding.
  • NewEdge Wealth first reported a position in ProShares Ultra S&P500 in Q1 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's ProShares Ultra S&P500 position peaked at $3.49M in Q1 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.