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SSO icon

Sunbelt Securities’s ProShares Ultra S&P500 SSO Stock Holding History

Sunbelt Securities’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
Q1 		$183K Buy
3,524
+1,474
+72% +$84.2K 0.01% 662
2025
Q4 		$119K Buy
2,050
+642
+46% +$36.7K 0.01% 776
2025
Q3 		$79K Buy
1,408
+852
+153% +$44.5K 0.01% 889
2025
Q2 		$25.7K Hold
556
– – ﹤0.01% 1104
2025
Q1 		$23K Hold
556
– – ﹤0.01% 1091
2024
Q4 		$25.9K Sell
556
-3,424
-86% -$161K ﹤0.01% 1102
2024
Q3 		$179K Buy
3,980
+56
+1% +$2.36K 0.02% 620
2024
Q2 		$162K Hold
3,924
– – 0.02% 617
2024
Q1 		$152K Buy
3,924
+4
+0.1% +$141 0.02% 609
2023
Q4 		$128K Buy
3,920
+6
+0.2% +$173 0.02% 616
2023
Q3 		$104K Buy
3,914
+246
+7% +$7.14K 0.01% 648
2023
Q2 		$107K Buy
3,668
+584
+19% +$15.3K 0.02% 631
2023
Q1 		$75.3K Buy
+3,084
New +$73.9K 0.01% 649
2020
Q2 		– Sell
-323,976
Closed -$5.43M – 378
2020
Q1 		$5.43M Buy
+323,976
New +$5.47M 0.23% 58

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sunbelt Securities's SSO Position: Q1 2026 in Review

Sunbelt Securities increased its ProShares Ultra S&P500 (SSO) stake by 72% in Q1 2026, buying an estimated $84.2K and bringing the position to 3,524 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #662.

Sunbelt Securities first reported a position in SSO in Q1 2020 and has held it in 14 quarters since. The position peaked at $5.43M in Q1 2020. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Sunbelt Securities held 3,524 shares of ProShares Ultra S&P500 worth $183K as of Q1 2026.
  • Sunbelt Securities bought 1,474 ProShares Ultra S&P500 shares in Q1 2026, an estimated $84.2K.
  • ProShares Ultra S&P500 made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #662 holding.
  • Sunbelt Securities first reported a position in ProShares Ultra S&P500 in Q1 2020 and has held it in 14 quarters since.
  • Sunbelt Securities's ProShares Ultra S&P500 position peaked at $5.43M in Q1 2020.
  • 214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.