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 Q2	$1.31M	Sell	19,489 -1,340	-6%	-$85.8K	0.21%	77
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

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

SkyOak Wealth's SSO Position: Q2 2026 in Review

SkyOak Wealth reduced its ProShares Ultra S&P500 (SSO) stake by 6.4% in Q2 2026, selling an estimated $85.8K and leaving 19,489 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #77.

SkyOak Wealth first reported a position in SSO in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.52M in Q4 2019. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

SkyOak Wealth held 19,489 shares of ProShares Ultra S&P500 worth $1.31M as of Q2 2026.
SkyOak Wealth sold 1,340 ProShares Ultra S&P500 shares in Q2 2026, an estimated $85.8K.
ProShares Ultra S&P500 made up 0.21% of SkyOak Wealth's portfolio in Q2 2026, its #77 holding.
SkyOak Wealth first reported a position in ProShares Ultra S&P500 in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's ProShares Ultra S&P500 position peaked at $3.52M in Q4 2019.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.