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

The Wealth Group’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
Q3 		$220K Hold
3,120
– – 0.04% 85
2026
Q2 		$210K Buy
+3,120
New +$200K 0.04% 87

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
TCI
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

The Wealth Group's SSO Position: Q3 2026 in Review

The Wealth Group held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 3,120 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #85.

The Wealth Group first reported a position in SSO in Q2 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • The Wealth Group held 3,120 shares of ProShares Ultra S&P500 worth $220K as of Q3 2026.
  • The Wealth Group left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
  • ProShares Ultra S&P500 made up 0.04% of The Wealth Group's portfolio in Q3 2026, its #85 holding.
  • The Wealth Group first reported a position in ProShares Ultra S&P500 in Q2 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.