Safe Harbor Fiduciary’s ProShares Ultra S&P500 SSO Stock Holding History

Safe Harbor Fiduciary’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	$1.25M	Buy	18,612 +289	+2%	+$18.5K	0.98%	34
2026 Q1	$951K	Sell	18,323 -491	-3%	-$28.1K	0.91%	35
2025 Q4	$1.09M	Buy	+18,814	New	+$1.08M	0.96%	34
2025 Q2	$1.33M	Sell	27,152 -1,194	-4%	-$50.4K	1.24%	25
2025 Q1	$1.17M	Sell	28,346 -2,078	-7%	-$95.9K	1.21%	23
2024 Q4	$1.41M	Sell	30,424 -2,090	-6%	-$98.4K	1.43%	19
2024 Q3	$1.47M	Buy	+32,514	New	+$1.37M	1.37%	18

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

Safe Harbor Fiduciary's SSO Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its ProShares Ultra S&P500 (SSO) stake by 1.6% in Q2 2026, buying an estimated $18.5K and bringing the position to 18,612 shares worth $1.25M. The position accounts for 0.98% of the portfolio, ranked #34.

Safe Harbor Fiduciary first reported a position in SSO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2024. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Safe Harbor Fiduciary held 18,612 shares of ProShares Ultra S&P500 worth $1.25M as of Q2 2026.
Safe Harbor Fiduciary bought 289 ProShares Ultra S&P500 shares in Q2 2026, an estimated $18.5K.
ProShares Ultra S&P500 made up 0.98% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #34 holding.
Safe Harbor Fiduciary first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 7 quarters since.
Safe Harbor Fiduciary's ProShares Ultra S&P500 position peaked at $1.47M in Q3 2024.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.