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

Northwestern Mutual 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
Q1 		– Sell
-84
Closed -$4.87K – 4439
2025
Q4 		$4.87K Buy
+84
New +$4.81K ﹤0.01% 3236
2025
Q3 		– Sell
-236
Closed -$11.5K – 4039
2025
Q2 		$11.5K Buy
+236
New +$9.97K ﹤0.01% 2759
2024
Q3 		– Sell
-1,408
Closed -$58.1K – 3833
2024
Q2 		$58.1K Buy
+1,408
New +$54.1K ﹤0.01% 2038
2024
Q1 		– Sell
-1,200
Closed -$39K – 3795
2023
Q4 		$39K Buy
+1,200
New +$34.5K ﹤0.01% 2152
2023
Q3 		– Sell
-658
Closed -$19.1K – 3521
2023
Q2 		$19.1K Buy
+658
New +$17.2K ﹤0.01% 2333
2019
Q3 		– Sell
-872
Closed -$14K – 2672
2019
Q2 		$14K Buy
+872
New +$13.3K ﹤0.01% 1853
2018
Q3 		– Sell
-80
Closed -$1K – 2627
2018
Q2 		$1K Hold
80
– – ﹤0.01% 2284
2018
Q1 		$1K Buy
+80
New +$1.14K ﹤0.01% 2134
2017
Q4 		– Sell
-2,632
Closed -$32K – 2444
2017
Q3 		$32K Buy
+2,632
New +$30.5K ﹤0.01% 1284
2016
Q3 		– Sell
-1,600
Closed -$13K – 1354
2016
Q2 		$13K Buy
+1,600
New +$13K ﹤0.01% 1290
2014
Q3 		– Sell
-3,040
Closed -$22K – 1449
2014
Q2 		$22K Buy
+3,040
New +$20.6K ﹤0.01% 750
2014
Q1 		– Sell
-7,488
Closed -$48K – 1447
2013
Q4 		$48K Buy
+7,488
New +$43.9K ﹤0.01% 609
2013
Q3 		– Sell
-32,000
Closed -$153K – 1468
2013
Q2 		$153K Buy
+32,000
New +$154K 0.01% 374

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

Northwestern Mutual Wealth Management's SSO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 84 shares — an estimated $4.87K sold.

Northwestern Mutual Wealth Management first reported a position in SSO in Q2 2013 and held it in 13 quarters. The position peaked at $153K in Q2 2013. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 84 ProShares Ultra S&P500 shares in Q1 2026, an estimated $4.87K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2013 and held it in 13 quarters.
  • Northwestern Mutual Wealth Management's ProShares Ultra S&P500 position peaked at $153K in Q2 2013.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.