Steward Partners Investment Advisory’s ProShares Ultra S&P500 SSO Stock Holding History

Steward Partners Investment Advisory’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	$47.7K	Buy	708 +388	+121%	+$24.8K	﹤0.01%	2976
2026 Q1	$16.6K	Hold	320	–	–	﹤0.01%	3319
2025 Q4	$18.5K	Hold	320	–	–	﹤0.01%	3173
2025 Q3	$17.9K	Hold	320	–	–	﹤0.01%	3144
2025 Q2	$15.6K	Hold	320	–	–	﹤0.01%	3015
2025 Q1	$13.2K	Hold	320	–	–	﹤0.01%	2973
2024 Q4	$14.8K	Hold	320	–	–	﹤0.01%	2927
2024 Q3	$14.4K	Hold	320	–	–	﹤0.01%	2801
2024 Q2	$13.2K	Hold	320	–	–	﹤0.01%	2702
2024 Q1	$12.4K	Buy	+320	New	+$11.3K	﹤0.01%	2729

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 $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 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

Steward Partners Investment Advisory's SSO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its ProShares Ultra S&P500 (SSO) stake by 121% in Q2 2026, buying an estimated $24.8K and bringing the position to 708 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Steward Partners Investment Advisory first reported a position in SSO in Q1 2024 and has held it in 10 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Steward Partners Investment Advisory held 708 shares of ProShares Ultra S&P500 worth $47.7K as of Q2 2026.
Steward Partners Investment Advisory bought 388 ProShares Ultra S&P500 shares in Q2 2026, an estimated $24.8K.
ProShares Ultra S&P500 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2976 holding.
Steward Partners Investment Advisory first reported a position in ProShares Ultra S&P500 in Q1 2024 and has held it in 10 quarters since.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.