SIS
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Strategic Investment Solutions’s ProShares Ultra S&P500 SSO Stock Holding History

Strategic Investment Solutions’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 		$126K Buy
+1,865
New +$119K 0.03% 185
2025
Q3 		– Sell
-840
Closed -$41K – 641
2025
Q2 		$41K Sell
840
-2,800
-77% -$118K 0.01% 232
2025
Q1 		$159K Buy
+3,640
New +$168K 0.05% 117
2024
Q4 		– Hold
0
– – – 78
2023
Q4 		– Sell
-21,200
Closed -$592K – 1186
2023
Q3 		$592K Buy
+21,200
New +$616K 0.01% 377

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

Strategic Investment Solutions's SSO Position: Q2 2026 in Review

Strategic Investment Solutions opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 1,865 shares worth $126K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: Strategic Investment Solutions previously reported a position in SSO as recently as Q2 2025.

Strategic Investment Solutions first reported a position in SSO in Q3 2023 and has held it in 4 quarters since. The position peaked at $592K in Q3 2023. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Strategic Investment Solutions held 1,865 shares of ProShares Ultra S&P500 worth $126K as of Q2 2026.
  • ProShares Ultra S&P500 was a new Strategic Investment Solutions position in Q2 2026.
  • ProShares Ultra S&P500 made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #185 holding.
  • Strategic Investment Solutions first reported a position in ProShares Ultra S&P500 in Q3 2023 and has held it in 4 quarters since.
  • Strategic Investment Solutions's ProShares Ultra S&P500 position peaked at $592K in Q3 2023.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.