SFS
SSO icon

Sowell Financial Services’s ProShares Ultra S&P500 SSO Stock Holding History

Sowell Financial Services’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
Q1 		$2.67M Sell
51,485
-48,234
-48% -$2.76M 0.1% 219
2025
Q4 		$5.78M Buy
99,719
+39,541
+66% +$2.26M 0.21% 102
2025
Q3 		$3.37M Buy
60,178
+5,216
+9% +$272K 0.13% 168
2025
Q2 		$2.69M Sell
54,962
-2,102
-4% -$88.8K 0.11% 193
2025
Q1 		$2.36M Buy
57,064
+2,790
+5% +$129K 0.11% 198
2024
Q4 		$2.51M Sell
54,274
-15,454
-22% -$728K 0.13% 172
2024
Q3 		$3.15M Sell
69,728
-1,630
-2% -$68.7K 0.15% 157
2024
Q2 		$2.95M Sell
71,358
-10,638
-13% -$409K 0.14% 159
2024
Q1 		$3.18M Buy
81,996
+8,260
+11% +$292K 0.15% 154
2023
Q4 		$2.4M Sell
73,736
-12,498
-14% -$359K 0.13% 175
2023
Q3 		$2.3M Sell
86,234
-8,618
-9% -$250K 0.14% 164
2023
Q2 		$2.76M Buy
94,852
+29,894
+46% +$782K 0.15% 155
2023
Q1 		$1.63M Buy
+64,958
New +$1.56M 0.13% 193
2022
Q4 		– Sell
-58,708
Closed -$1.17M – 544
2022
Q3 		$1.17M Buy
+58,708
New +$1.45M 0.12% 217
2022
Q1 		– Sell
-705,424
Closed -$25.8M – 474
2021
Q4 		$25.8M Buy
705,424
+38,836
+6% +$1.33M 1.48% 9
2021
Q3 		$20M Sell
666,588
-51,432
-7% -$1.63M 1.35% 9
2021
Q2 		$21.4M Sell
718,020
-326,996
-31% -$9.25M 1.42% 7
2021
Q1 		$29.8M Buy
1,045,016
+442,576
+73% +$10.7M 1.04% 14
2020
Q4 		$13.8M Sell
602,440
-107,140
-15% -$2.2M 0.59% 42
2020
Q3 		$13M Buy
709,580
+464,100
+189% +$8.35M 0.65% 36
2020
Q2 		$3.84M Buy
245,480
+227,440
+1,261% +$3.22M 0.21% 107
2020
Q1 		$200K Sell
18,040
-276,408
-94% -$4.67M 0.01% 648
2019
Q4 		$5.55M Sell
294,448
-134,104
-31% -$2.31M 0.42% 47
2019
Q3 		$6.88M Buy
+428,552
New +$6.81M 0.57% 38
2019
Q1 		$4.07M Buy
276,392
+189,944
+220% +$2.59M 0.45% 46
2018
Q4 		$1M Buy
+86,448
New +$1.18M 0.14% 160
2018
Q3 		– Sell
-43,424
Closed -$650K – 441
2018
Q2 		$650K Sell
43,424
-89,776
-67% -$1.24M 0.14% 141
2018
Q1 		$1.74M Buy
133,200
+95,640
+255% +$1.36M 0.44% 56
2017
Q4 		$561K Buy
37,560
+13,056
+53% +$169K 0.14% 148
2017
Q3 		$311K Buy
+24,504
New +$284K 0.08% 192

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sowell Financial Services's SSO Position: Q1 2026 in Review

Sowell Financial Services reduced its ProShares Ultra S&P500 (SSO) stake by 48% in Q1 2026, selling an estimated $2.76M and leaving 51,485 shares worth $2.67M. The position accounts for 0.1% of the portfolio, ranked #219.

Sowell Financial Services first reported a position in SSO in Q3 2017 and has held it in 30 quarters since. The position peaked at $29.8M in Q1 2021. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Sowell Financial Services held 51,485 shares of ProShares Ultra S&P500 worth $2.67M as of Q1 2026.
  • Sowell Financial Services sold 48,234 ProShares Ultra S&P500 shares in Q1 2026, an estimated $2.76M.
  • ProShares Ultra S&P500 made up 0.1% of Sowell Financial Services's portfolio in Q1 2026, its #219 holding.
  • Sowell Financial Services first reported a position in ProShares Ultra S&P500 in Q3 2017 and has held it in 30 quarters since.
  • Sowell Financial Services's ProShares Ultra S&P500 position peaked at $29.8M in Q1 2021.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.