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&Partners’s ProShares Ultra S&P500 SSO Stock Holding History

&Partners’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 		$287K Buy
4,266
+8
+0.2% +$512 ﹤0.01% 2155
2026
Q1 		$221K Buy
4,258
+10
+0.2% +$571 ﹤0.01% 2188
2025
Q4 		$246K Buy
+4,248
New +$243K ﹤0.01% 2026

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

&Partners's SSO Position: Q2 2026 in Review

&Partners increased its ProShares Ultra S&P500 (SSO) stake by 0.19% in Q2 2026, buying an estimated $512 and bringing the position to 4,266 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

&Partners first reported a position in SSO in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • &Partners held 4,266 shares of ProShares Ultra S&P500 worth $287K as of Q2 2026.
  • &Partners bought 8 ProShares Ultra S&P500 shares in Q2 2026, an estimated $512.
  • ProShares Ultra S&P500 made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2155 holding.
  • &Partners first reported a position in ProShares Ultra S&P500 in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.