SGK
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Steigerwald Gordon & Koch’s ProShares Ultra S&P500 SSO Stock Holding History

Steigerwald Gordon & Koch’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 		$11.7K Hold
173
– – ﹤0.01% 512
2026
Q1 		$8.98K Hold
173
– – ﹤0.01% 539
2025
Q4 		$10K Buy
173
+1
+0.6% +$57 ﹤0.01% 567
2025
Q3 		$9.69K Buy
+172
New +$8.97K ﹤0.01% 533

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 $210M AUM 50.85% 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

Steigerwald Gordon & Koch's SSO Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 173 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Steigerwald Gordon & Koch first reported a position in SSO in Q3 2025 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Steigerwald Gordon & Koch held 173 shares of ProShares Ultra S&P500 worth $11.7K as of Q2 2026.
  • Steigerwald Gordon & Koch left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #512 holding.
  • Steigerwald Gordon & Koch first reported a position in ProShares Ultra S&P500 in Q3 2025 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.