SW
SSO icon

SteelPeak Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

SteelPeak Wealth’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
2023
Q3 		– Hold
0
– -$611K – 507
2023
Q2 		– Hold
0
– – – 221

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 90.28% 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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

SteelPeak Wealth's SSO Position: Q2 2026 in Review

SteelPeak Wealth held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 17,760 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #288.

SteelPeak Wealth first reported a position in SSO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.15M in Q3 2021. 113 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • SteelPeak Wealth held 17,760 shares of ProShares Ultra S&P500 worth $1.2M as of Q2 2026.
  • SteelPeak Wealth left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
  • ProShares Ultra S&P500 made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #288 holding.
  • SteelPeak Wealth first reported a position in ProShares Ultra S&P500 in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's ProShares Ultra S&P500 position peaked at $2.15M in Q3 2021.
  • 113 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.