SIS
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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
2021
Q4 		– Sell
-4
Closed -$1K – 886
2021
Q3 		$1K Sell
4
-4
-50% -$126 ﹤0.01% 785
2021
Q2 		$6K Buy
+8
New +$226 ﹤0.01% 579

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 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. 157 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.
  • 157 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.