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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
Q2 		$2.2M Sell
32,684
-12,021
-27% -$770K 0.02% 437
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

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 Wealth's SSO Position: Q2 2026 in Review

NewEdge Wealth reduced its ProShares Ultra S&P500 (SSO) stake by 27% in Q2 2026, selling an estimated $770K and leaving 32,684 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #437.

NewEdge Wealth first reported a position in SSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.49M in Q1 2025. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • NewEdge Wealth held 32,684 shares of ProShares Ultra S&P500 worth $2.2M as of Q2 2026.
  • NewEdge Wealth sold 12,021 ProShares Ultra S&P500 shares in Q2 2026, an estimated $770K.
  • ProShares Ultra S&P500 made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #437 holding.
  • NewEdge Wealth first reported a position in ProShares Ultra S&P500 in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Wealth's ProShares Ultra S&P500 position peaked at $3.49M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.