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Plotkin Financial Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Plotkin Financial 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 		$3.13M Sell
46,524
-9,074
-16% -$581K 1.3% 20
2026
Q1 		$2.88M Sell
55,598
-3,088
-5% -$176K 1.45% 19
2025
Q4 		$3.4M Sell
58,686
-754
-1% -$43.1K 1.66% 18
2025
Q3 		$3.33M Sell
59,440
-94
-0.2% -$4.91K 1.65% 18
2025
Q2 		$2.91M Sell
59,534
-27,558
-32% -$1.16M 1.6% 17
2025
Q1 		$3.6M Sell
87,092
-4,526
-5% -$209K 2.22% 15
2024
Q4 		$4.24M Sell
91,618
-5,624
-6% -$265K 2.52% 12
2024
Q3 		$4.38M Sell
97,242
-4,656
-5% -$196K 2.62% 11
2024
Q2 		$4.21M Sell
101,898
-1,594
-2% -$61.3K 2.71% 11
2024
Q1 		$4.01M Sell
103,492
-263,992
-72% -$9.34M 2.66% 11
2023
Q4 		$12M Sell
367,484
-8,736
-2% -$251K 9.09% 1
2023
Q3 		$10M Sell
376,220
-11,376
-3% -$330K 8.84% 1
2023
Q2 		$11.3M Buy
387,596
+36,106
+10% +$945K 9.37% 1
2023
Q1 		$8.82M Sell
351,490
-12,062
-3% -$289K 8.21% 1
2022
Q4 		$8.08M Sell
363,552
-16,160
-4% -$367K 8.21% 2
2022
Q3 		$7.54M Buy
379,712
+276
+0.1% +$6.83K 7.63% 3
2022
Q2 		$8.52M Sell
379,436
-5,558
-1% -$149K 8.1% 1
2022
Q1 		$12.6M Buy
384,994
+33,718
+10% +$1.08M 8.82% 1
2021
Q4 		$12.9M Buy
351,276
+3,820
+1% +$131K 8.12% 2
2021
Q3 		$10.4M Buy
347,456
+162,384
+88% +$5.13M 6.19% 2
2021
Q2 		$5.52M Buy
185,072
+66,692
+56% +$1.89M 3.05% 10
2021
Q1 		$3.03M Sell
118,380
-134,224
-53% -$3.25M 1.85% 19
2020
Q4 		$5.77M Buy
+252,604
New +$5.19M 3.81% 10
2020
Q3 		– Sell
-403,192
Closed -$6.3M – 71
2020
Q2 		$6.3M Buy
403,192
+88,768
+28% +$1.26M 5.35% 5
2020
Q1 		$3.49M Buy
314,424
+296,928
+1,697% +$5.02M 4.24% 9
2019
Q4 		$330K Buy
+17,496
New +$301K 0.31% 48

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

Plotkin Financial Advisors's SSO Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 16% in Q2 2026, selling an estimated $581K and leaving 46,524 shares worth $3.13M. The position accounts for 1.3% of the portfolio, ranked #20.

Plotkin Financial Advisors first reported a position in SSO in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.9M in Q4 2021. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Plotkin Financial Advisors held 46,524 shares of ProShares Ultra S&P500 worth $3.13M as of Q2 2026.
  • Plotkin Financial Advisors sold 9,074 ProShares Ultra S&P500 shares in Q2 2026, an estimated $581K.
  • ProShares Ultra S&P500 made up 1.3% of Plotkin Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Plotkin Financial Advisors first reported a position in ProShares Ultra S&P500 in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's ProShares Ultra S&P500 position peaked at $12.9M in Q4 2021.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.