Smith, Moore & Co’s ProShares Ultra S&P500 SSO Stock Holding History

Smith, Moore & Co’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	$262K	Hold	3,890	–	–	0.02%	493
2026 Q1	$202K	Hold	3,890	–	–	0.01%	535
2025 Q4	$225K	Hold	3,890	–	–	0.02%	484
2025 Q3	$218K	Buy	+3,890	New	+$203K	0.02%	487

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Smith, Moore & Co's SSO Position: Q2 2026 in Review

Smith, Moore & Co held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 3,890 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #493.

Smith, Moore & Co first reported a position in SSO in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Smith, Moore & Co held 3,890 shares of ProShares Ultra S&P500 worth $262K as of Q2 2026.
Smith, Moore & Co left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #493 holding.
Smith, Moore & Co first reported a position in ProShares Ultra S&P500 in Q3 2025 and has held it in 4 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.