Private Wealth Group’s ProShares Ultra S&P500 SSO Stock Holding History

Private Wealth Group’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	$256K	Buy	+3,792	New	+$243K	0.1%	71
2026 Q1	–	Sell	-3,792	Closed	-$220K	–	72
2025 Q4	$220K	Hold	3,792	–	–	0.11%	64
2025 Q3	$213K	Buy	+3,792	New	+$198K	0.11%	65
2020 Q1	–	Sell	-593,832	Closed	-$11.2M	–	39
2019 Q4	$11.2M	Sell	593,832 -24,112	-4%	-$415K	11.65%	3
2019 Q3	$9.92M	Buy	617,944 +264	+0%	+$4.2K	8.89%	3
2019 Q2	$9.73M	Buy	617,680 +161,968	+36%	+$2.46M	8.86%	3
2019 Q1	$6.71M	Buy	+455,712	New	+$6.21M	6.15%	6
2018 Q4	–	Sell	-627,696	Closed	-$10M	–	27
2018 Q3	$10M	Buy	627,696 +61,224	+11%	+$934K	10.3%	2
2018 Q2	$7.88M	Buy	566,472 +23,424	+4%	+$323K	7.51%	3
2018 Q1	$7.16M	Sell	543,048 -165,312	-23%	-$2.35M	12.17%	3
2017 Q4	$9.69M	Buy	+708,360	New	+$9.16M	11.17%	2

Other funds holding SSO

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Private Wealth Group's SSO Position: Q2 2026 in Review

Private Wealth Group opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 3,792 shares worth $256K. The stake represents 0.1% of the portfolio and ranks #71 among its holdings. This is a return to the name: Private Wealth Group previously reported a position in SSO as recently as Q4 2025.

Private Wealth Group first reported a position in SSO in Q4 2017 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2019. 40 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Private Wealth Group held 3,792 shares of ProShares Ultra S&P500 worth $256K as of Q2 2026.
ProShares Ultra S&P500 was a new Private Wealth Group position in Q2 2026.
ProShares Ultra S&P500 made up 0.1% of Private Wealth Group's portfolio in Q2 2026, its #71 holding.
Private Wealth Group first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 11 quarters since.
Private Wealth Group's ProShares Ultra S&P500 position peaked at $11.2M in Q4 2019.
40 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.