Pinkerton Retirement Specialists’s ProShares Ultra S&P500 SSO Stock Holding History

Pinkerton Retirement Specialists’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	–	Sell	-749,133	Closed	-$43.4M	–	141
2026 Q1	$43.4M	Buy	749,133 +71,597	+11%	+$4.09M	3.95%	7
2025 Q4	$39.2M	Buy	677,536 +57,774	+9%	+$3.31M	4.02%	9
2025 Q3	$34.7M	Buy	619,762 +12,368	+2%	+$645K	3.74%	9
2025 Q2	$29.7M	Buy	+607,394	New	+$25.7M	3.54%	8
2025 Q1	–	Sell	-284,716	Closed	-$13.2M	–	145
2024 Q4	$13.2M	Buy	284,716 +279,456	+5,313%	+$13.2M	1.91%	10
2024 Q3	$237K	Sell	5,260 -364	-6%	-$15.4K	0.03%	127
2024 Q2	$232K	Buy	5,624 +24	+0.4%	+$923	0.04%	117
2024 Q1	$217K	Buy	+5,600	New	+$198K	0.03%	122

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Pinkerton Retirement Specialists's SSO Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 749,133 shares — an estimated $43.4M sold.

Pinkerton Retirement Specialists first reported a position in SSO in Q1 2024 and held it in 8 quarters. The position peaked at $43.4M in Q1 2026. 113 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Pinkerton Retirement Specialists reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
Pinkerton Retirement Specialists sold 749,133 ProShares Ultra S&P500 shares in Q2 2026, an estimated $43.4M.
Pinkerton Retirement Specialists first reported a position in ProShares Ultra S&P500 in Q1 2024 and held it in 8 quarters.
Pinkerton Retirement Specialists's ProShares Ultra S&P500 position peaked at $43.4M in Q1 2026.
113 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.