Rockefeller Capital Management
SSO icon

Rockefeller Capital Management’s ProShares Ultra S&P500 SSO Stock Holding History

Rockefeller Capital Management’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 		$131K Buy
1,950
+1,340
+220% +$85.8K ﹤0.01% 2833
2026
Q1 		$31.7K Buy
+610
New +$34.9K ﹤0.01% 3489
2018
Q3 		– Sell
-6,080
Closed -$85K – 785
2018
Q2 		$85K Buy
+6,080
New +$83.8K ﹤0.01% 395

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

Rockefeller Capital Management's SSO Position: Q2 2026 in Review

Rockefeller Capital Management increased its ProShares Ultra S&P500 (SSO) stake by 220% in Q2 2026, buying an estimated $85.8K and bringing the position to 1,950 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Rockefeller Capital Management first reported a position in SSO in Q2 2018 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Rockefeller Capital Management held 1,950 shares of ProShares Ultra S&P500 worth $131K as of Q2 2026.
  • Rockefeller Capital Management bought 1,340 ProShares Ultra S&P500 shares in Q2 2026, an estimated $85.8K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2833 holding.
  • Rockefeller Capital Management first reported a position in ProShares Ultra S&P500 in Q2 2018 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.