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

Professional 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 		$3.45M Buy
51,244
+1,192
+2% +$76.3K 0.6% 27
2026
Q1 		$2.6M Sell
50,052
-3,273
-6% -$187K 0.53% 32
2025
Q4 		$3.09M Buy
53,325
+457
+0.9% +$26.1K 0.63% 26
2025
Q3 		$2.96M Buy
52,868
+1,912
+4% +$99.8K 0.62% 28
2025
Q2 		$2.49M Buy
50,956
+1,724
+4% +$72.8K 0.58% 32
2025
Q1 		$2.04M Sell
49,232
-804
-2% -$37.1K 0.52% 30
2024
Q4 		$2.31M Sell
50,036
-426
-0.8% -$20.1K 0.59% 29
2024
Q3 		$2.28M Buy
50,462
+296
+0.6% +$12.5K 0.59% 29
2024
Q2 		$2.07M Sell
50,166
-1,126
-2% -$43.3K 0.57% 28
2024
Q1 		$1.99M Sell
51,292
-201,068
-80% -$7.11M 0.57% 29
2023
Q4 		$8.21M Sell
252,360
-7,578
-3% -$218K 2.72% 5
2023
Q3 		$6.94M Sell
259,938
-9,530
-4% -$277K 3.14% 5
2023
Q2 		$7.83M Buy
+269,468
New +$7.05M 4.05% 4
2023
Q1 		– Sell
-174,920
Closed -$3.89M – 80
2022
Q4 		$3.89M Buy
174,920
+34,076
+24% +$773K 2.63% 8
2022
Q3 		$2.8M Buy
140,844
+5,328
+4% +$132K 1.73% 11
2022
Q2 		$3.04M Buy
135,516
+134,496
+13,186% +$3.6M 1.7% 11
2022
Q1 		$33K Sell
1,020
-2,788
-73% -$89.2K 0.01% 178
2021
Q4 		$139K Buy
3,808
+4
+0.1% +$137 0.06% 118
2021
Q3 		$114K Buy
3,804
+2,720
+251% +$86K 0.07% 106
2021
Q2 		$32K Hold
1,084
– – 0.02% 178
2021
Q1 		$28K Sell
1,084
-248
-19% -$6K 0.02% 168
2020
Q4 		$30K Hold
1,332
– – 0.02% 158
2020
Q3 		$23K Buy
+1,332
New +$24K 0.02% 156

Other funds holding SSO

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
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
GG
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

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

Professional Financial Advisors increased its ProShares Ultra S&P500 (SSO) stake by 2.4% in Q2 2026, buying an estimated $76.3K and bringing the position to 51,244 shares worth $3.45M. The position accounts for 0.6% of the portfolio, ranked #27.

Professional Financial Advisors first reported a position in SSO in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.21M in Q4 2023. 40 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Professional Financial Advisors held 51,244 shares of ProShares Ultra S&P500 worth $3.45M as of Q2 2026.
  • Professional Financial Advisors bought 1,192 ProShares Ultra S&P500 shares in Q2 2026, an estimated $76.3K.
  • ProShares Ultra S&P500 made up 0.6% of Professional Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Professional Financial Advisors first reported a position in ProShares Ultra S&P500 in Q3 2020 and has held it in 23 quarters since.
  • Professional Financial Advisors's ProShares Ultra S&P500 position peaked at $8.21M in Q4 2023.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.