Sovereign Financial Group’s ProShares Ultra S&P500 SSO Stock Holding History

Sovereign Financial Group’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	$2.44M	Buy	36,148 +110	+0.3%	+$7.04K	0.37%	42
2026 Q1	$1.87M	Sell	36,038 -14	-0%	-$800	0.32%	55
2025 Q4	$2.09M	Hold	36,052	–	–	0.36%	47
2025 Q3	$2.02M	Hold	36,052	–	–	0.38%	46
2025 Q2	$1.76M	Buy	36,052 +54	+0.2%	+$2.28K	0.36%	53
2025 Q1	$1.49M	Sell	35,998 -416	-1%	-$19.2K	0.34%	58
2024 Q4	$1.68M	Sell	36,414 -1,800	-5%	-$84.8K	0.39%	48
2024 Q3	$1.72M	Sell	38,214 -1,800	-4%	-$75.9K	0.4%	46
2024 Q2	$1.65M	Hold	40,014	–	–	0.41%	44
2024 Q1	$1.55M	Buy	+40,014	New	+$1.42M	0.41%	44

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

Sovereign Financial Group's SSO Position: Q2 2026 in Review

Sovereign Financial Group increased its ProShares Ultra S&P500 (SSO) stake by 0.31% in Q2 2026, buying an estimated $7.04K and bringing the position to 36,148 shares worth $2.44M. The position accounts for 0.37% of the portfolio, ranked #42.

Sovereign Financial Group first reported a position in SSO in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Sovereign Financial Group held 36,148 shares of ProShares Ultra S&P500 worth $2.44M as of Q2 2026.
Sovereign Financial Group bought 110 ProShares Ultra S&P500 shares in Q2 2026, an estimated $7.04K.
ProShares Ultra S&P500 made up 0.37% of Sovereign Financial Group's portfolio in Q2 2026, its #42 holding.
Sovereign Financial Group first reported a position in ProShares Ultra S&P500 in Q1 2024 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.