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

Rollins 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	$1.8M	Sell	26,782 -2,994	-10%	-$192K	0.24%	55
2026 Q1	$1.54M	Sell	29,776 -46	-0.2%	-$2.63K	0.24%	55
2025 Q4	$1.73M	Buy	29,822 +1,634	+6%	+$93.5K	0.25%	48
2025 Q3	$1.58M	Buy	28,188 +3,054	+12%	+$159K	0.24%	53
2025 Q2	$1.23M	Buy	25,134 +682	+3%	+$28.8K	0.2%	58
2025 Q1	$1.01M	Buy	24,452 +356	+1%	+$16.4K	0.18%	62
2024 Q4	$1.11M	Buy	24,096 +230	+1%	+$10.8K	0.17%	57
2024 Q3	$1.08M	Sell	23,866 -2,398	-9%	-$101K	0.18%	55
2024 Q2	$1.08M	Hold	26,264	–	–	0.19%	52
2024 Q1	$1.02M	Sell	26,264 -3,376	-11%	-$119K	0.19%	50
2023 Q4	$964K	Buy	+29,640	New	+$852K	0.2%	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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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 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

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

Rollins Financial Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 10% in Q2 2026, selling an estimated $192K and leaving 26,782 shares worth $1.8M. The position accounts for 0.24% of the portfolio, ranked #55.

Rollins Financial Advisors first reported a position in SSO in Q4 2023 and has held it in 11 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Rollins Financial Advisors held 26,782 shares of ProShares Ultra S&P500 worth $1.8M as of Q2 2026.
Rollins Financial Advisors sold 2,994 ProShares Ultra S&P500 shares in Q2 2026, an estimated $192K.
ProShares Ultra S&P500 made up 0.24% of Rollins Financial Advisors's portfolio in Q2 2026, its #55 holding.
Rollins Financial Advisors first reported a position in ProShares Ultra S&P500 in Q4 2023 and has held it in 11 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.