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 Q3	–	Sell	-3,792	Closed	-$256K	–	77
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	$9.9M	Buy	617,944 +264	+0%	+$4.2K	8.89%	3
2019 Q2	$9.7M	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	$9.7M	Buy	+708,360	New	+$9.16M	11.17%	2

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

TCI

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Private Wealth Group's SSO Position: Q3 2026 in Review

Private Wealth Group sold out of ProShares Ultra S&P500 (SSO) in Q3 2026, closing a stake of 3,792 shares — an estimated $256K sold.

Private Wealth Group first reported a position in SSO in Q4 2017 and held it in 11 quarters. The position peaked at $11.2M in Q4 2019. 47 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Private Wealth Group reported no remaining ProShares Ultra S&P500 position as of Q3 2026 after selling out during the quarter.
Private Wealth Group sold 3,792 ProShares Ultra S&P500 shares in Q3 2026, an estimated $256K.
Private Wealth Group first reported a position in ProShares Ultra S&P500 in Q4 2017 and held it in 11 quarters.
Private Wealth Group's ProShares Ultra S&P500 position peaked at $11.2M in Q4 2019.
47 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.