SFS
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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
Q2 		$2.9M Sell
43,030
-8,455
-16% -$541K 0.09% 228
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

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
Goldman Sachs
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
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

Sowell Financial Services's SSO Position: Q2 2026 in Review

Sowell Financial Services reduced its ProShares Ultra S&P500 (SSO) stake by 16% in Q2 2026, selling an estimated $541K and leaving 43,030 shares worth $2.9M. The position accounts for 0.09% of the portfolio, ranked #228.

Sowell Financial Services first reported a position in SSO in Q3 2017 and has held it in 31 quarters since. The position peaked at $29.8M in Q1 2021. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Sowell Financial Services held 43,030 shares of ProShares Ultra S&P500 worth $2.9M as of Q2 2026.
  • Sowell Financial Services sold 8,455 ProShares Ultra S&P500 shares in Q2 2026, an estimated $541K.
  • ProShares Ultra S&P500 made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #228 holding.
  • Sowell Financial Services first reported a position in ProShares Ultra S&P500 in Q3 2017 and has held it in 31 quarters since.
  • Sowell Financial Services's ProShares Ultra S&P500 position peaked at $29.8M in Q1 2021.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.