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

Palumbo 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 		$893K Buy
13,250
+10
+0.1% +$640 0.19% 85
2026
Q1 		$687K Buy
13,240
+17
+0.1% +$972 0.17% 95
2025
Q4 		$766K Buy
+13,223
New +$757K 0.19% 90
2025
Q3 		– Sell
-13,050
Closed -$638K – 219
2025
Q2 		$638K Buy
13,050
+1,390
+12% +$58.7K 0.2% 83
2025
Q1 		$483K Buy
11,660
+1,184
+11% +$54.6K 0.16% 96
2024
Q4 		$485K Buy
10,476
+32
+0.3% +$1.51K 0.18% 87
2024
Q3 		$471K Buy
10,444
+16
+0.2% +$675 0.18% 89
2024
Q2 		$431K Hold
10,428
– – 0.18% 86
2024
Q1 		$404K Sell
10,428
-2,380
-19% -$84.2K 0.18% 91
2023
Q4 		$417K Buy
12,808
+18
+0.1% +$518 0.21% 83
2023
Q3 		$341K Buy
12,790
+786
+7% +$22.8K 0.19% 80
2023
Q2 		$349K Sell
12,004
-2,238
-16% -$58.6K 0.21% 74
2023
Q1 		$358K Hold
14,242
– – 0.24% 68
2022
Q4 		$317K Buy
14,242
+52
+0.4% +$1.18K 0.25% 67
2022
Q3 		$282K Buy
14,190
+1,204
+9% +$29.8K 0.24% 67
2022
Q2 		$292K Hold
12,986
– – 0.23% 68
2022
Q1 		$426K Buy
12,986
+6
+0% +$192 0.27% 64
2021
Q4 		$475K Sell
12,980
-832
-6% -$28.5K 0.3% 62
2021
Q3 		$414K Sell
13,812
-8
-0.1% -$253 0.27% 69
2021
Q2 		$412K Buy
13,820
+4
+0% +$113 0.28% 72
2021
Q1 		$353K Buy
13,816
+12
+0.1% +$291 0.27% 71
2020
Q4 		$315K Buy
+13,804
New +$284K 0.25% 71

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

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

Palumbo Wealth Management increased its ProShares Ultra S&P500 (SSO) stake by 0.08% in Q2 2026, buying an estimated $640 and bringing the position to 13,250 shares worth $893K. The position accounts for 0.19% of the portfolio, ranked #85.

Palumbo Wealth Management first reported a position in SSO in Q4 2020 and has held it in 22 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Palumbo Wealth Management held 13,250 shares of ProShares Ultra S&P500 worth $893K as of Q2 2026.
  • Palumbo Wealth Management bought 10 ProShares Ultra S&P500 shares in Q2 2026, an estimated $640.
  • ProShares Ultra S&P500 made up 0.19% of Palumbo Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Palumbo Wealth Management first reported a position in ProShares Ultra S&P500 in Q4 2020 and has held it in 22 quarters since.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.