Sound Income Strategies’s ProShares Ultra S&P500 SSO Stock Holding History

Sound Income Strategies’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	$269K	Sell	3,997 -3	-0.1%	-$192	0.01%	398
2026 Q1	$211K	Buy	+4,000	New	+$229K	0.01%	399
2023 Q3	–	Sell	-150	Closed	-$4.36K	–	1225
2023 Q2	$4.36K	Buy	+150	New	+$3.93K	﹤0.01%	760
2023 Q1	–	Sell	-340	Closed	-$7.56K	–	1140
2022 Q4	$7.56K	Buy	+340	New	+$7.71K	﹤0.01%	576
2020 Q4	–	Sell	-136	Closed	-$2K	–	951
2020 Q3	$2K	Buy	+136	New	+$2.45K	﹤0.01%	689
2020 Q1	–	Sell	-376	Closed	-$7K	–	876
2019 Q4	$7K	Buy	376 +288	+327%	+$4.96K	﹤0.01%	407
2019 Q3	$1K	Sell	88 -8	-8%	-$127	﹤0.01%	628
2019 Q2	$2K	Sell	96 -8	-8%	-$122	﹤0.01%	562
2019 Q1	$2K	Sell	104 -744	-88%	-$10.1K	﹤0.01%	563
2018 Q4	$10K	Sell	848 -104	-11%	-$1.42K	0.01%	331
2018 Q3	$15K	Buy	+952	New	+$14.5K	0.01%	290
2018 Q1	–	Sell	-728	Closed	-$10K	–	665
2017 Q4	$10K	Buy	+728	New	+$9.42K	0.01%	225

Other funds holding SSO

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

SWM

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

KWA

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Sound Income Strategies's SSO Position: Q2 2026 in Review

Sound Income Strategies reduced its ProShares Ultra S&P500 (SSO) stake by 0.08% in Q2 2026, selling an estimated $192 and leaving 3,997 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #398.

Sound Income Strategies first reported a position in SSO in Q4 2017 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Sound Income Strategies held 3,997 shares of ProShares Ultra S&P500 worth $269K as of Q2 2026.
Sound Income Strategies sold 3 ProShares Ultra S&P500 shares in Q2 2026, an estimated $192.
ProShares Ultra S&P500 made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #398 holding.
Sound Income Strategies first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 12 quarters since.
75 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.