Root Financial Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Root Financial Partners’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	$30K	Buy	+432	New	+$29.9K	﹤0.01%	1344

Other funds holding SSO

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

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

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's SSO Position: Q3 2026 in Review

Root Financial Partners opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2026: 432 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1344 among its holdings.

247 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Root Financial Partners held 432 shares of ProShares Ultra S&P500 worth $30K as of Q3 2026.
ProShares Ultra S&P500 was a new Root Financial Partners position in Q3 2026.
ProShares Ultra S&P500 made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1344 holding.
247 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.