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SSO icon

SkyOak Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

SkyOak Wealth’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
Q1 		$1.08M Sell
20,829
-416
-2% -$23.8K 0.2% 81
2025
Q4 		$1.23M Sell
21,245
-2,173
-9% -$124K 0.22% 77
2025
Q3 		$1.31M Sell
23,418
-1,210
-5% -$63.1K 0.25% 73
2025
Q2 		$1.2M Buy
24,628
+4,022
+20% +$170K 0.24% 73
2025
Q1 		$853K Hold
20,606
– – 0.19% 85
2024
Q4 		$953K Sell
20,606
-210
-1% -$9.89K 0.2% 76
2024
Q3 		$938K Sell
20,816
-668
-3% -$28.2K 0.21% 76
2024
Q2 		$887K Sell
21,484
-48
-0.2% -$1.85K 0.21% 76
2024
Q1 		$835K Sell
21,532
-3,616
-14% -$128K 0.2% 86
2023
Q4 		$818K Sell
25,148
-9,174
-27% -$264K 0.21% 84
2023
Q3 		$916K Sell
34,322
-1,956
-5% -$56.8K 0.27% 76
2023
Q2 		$1.05M Sell
36,278
-8,986
-20% -$235K 0.3% 71
2023
Q1 		$1.14M Buy
45,264
+5,220
+13% +$125K 0.35% 65
2022
Q4 		$890K Sell
40,044
-804
-2% -$18.2K 0.3% 77
2022
Q3 		$811K Sell
40,848
-5,978
-13% -$148K 0.29% 79
2022
Q2 		$1.05M Sell
46,826
-16,670
-26% -$447K 0.36% 73
2022
Q1 		$2.08M Buy
63,496
+3,424
+6% +$110K 0.58% 47
2021
Q4 		$2.2M Buy
60,072
+9,448
+19% +$323K 0.56% 52
2021
Q3 		$1.52M Sell
50,624
-8,584
-14% -$271K 0.41% 66
2021
Q2 		$1.77M Sell
59,208
-10,944
-16% -$310K 0.47% 58
2021
Q1 		$1.99M Sell
70,152
-12,372
-15% -$300K 0.55% 47
2020
Q4 		$1.89M Buy
82,524
+3,348
+4% +$68.8K 0.59% 54
2020
Q3 		$1.45M Sell
79,176
-55,080
-41% -$991K 0.52% 63
2020
Q2 		$2.1M Sell
134,256
-9,496
-7% -$134K 0.77% 35
2020
Q1 		$1.6M Sell
143,752
-43,152
-23% -$729K 0.82% 34
2019
Q4 		$3.52M Buy
+186,904
New +$3.22M 1.09% 22

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SkyOak Wealth's SSO Position: Q1 2026 in Review

SkyOak Wealth reduced its ProShares Ultra S&P500 (SSO) stake by 2% in Q1 2026, selling an estimated $23.8K and leaving 20,829 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #81.

SkyOak Wealth first reported a position in SSO in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.52M in Q4 2019. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • SkyOak Wealth held 20,829 shares of ProShares Ultra S&P500 worth $1.08M as of Q1 2026.
  • SkyOak Wealth sold 416 ProShares Ultra S&P500 shares in Q1 2026, an estimated $23.8K.
  • ProShares Ultra S&P500 made up 0.2% of SkyOak Wealth's portfolio in Q1 2026, its #81 holding.
  • SkyOak Wealth first reported a position in ProShares Ultra S&P500 in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's ProShares Ultra S&P500 position peaked at $3.52M in Q4 2019.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.