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

Physician Wealth Advisors’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	$229K	Sell	3,406 -227	-6%	-$14.5K	0.03%	197
2026 Q1	$188K	Buy	3,633 +348	+11%	+$19.9K	0.03%	201
2025 Q4	$190K	Buy	3,285 +417	+15%	+$23.9K	0.03%	206
2025 Q3	$161K	Hold	2,868	–	–	0.02%	219
2025 Q2	$140K	Buy	2,868 +146	+5%	+$6.17K	0.02%	231
2025 Q1	$113K	Buy	2,722 +70	+3%	+$3.23K	0.02%	239
2024 Q4	$123K	Buy	+2,652	New	+$125K	0.02%	233

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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 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

Physician Wealth Advisors's SSO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 6.2% in Q2 2026, selling an estimated $14.5K and leaving 3,406 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #197.

Physician Wealth Advisors first reported a position in SSO in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Physician Wealth Advisors held 3,406 shares of ProShares Ultra S&P500 worth $229K as of Q2 2026.
Physician Wealth Advisors sold 227 ProShares Ultra S&P500 shares in Q2 2026, an estimated $14.5K.
ProShares Ultra S&P500 made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #197 holding.
Physician Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q4 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.