Three Seasons Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

Three Seasons Wealth’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	$8.13M	Buy	+120,593	New	+$7.72M	0.74%	10
2026 Q1	–	Sell	-103,065	Closed	-$5.97M	–	234
2025 Q4	$5.97M	Buy	103,065 +1,839	+2%	+$105K	0.57%	12
2025 Q3	$5.68M	Buy	+101,226	New	+$5.28M	0.56%	14
2025 Q1	–	Sell	-98,790	Closed	-$4.57M	–	132
2024 Q4	$4.57M	Buy	98,790 +44,996	+84%	+$2.12M	2.23%	13
2024 Q3	$2.43M	Sell	53,794 -36,336	-40%	-$1.53M	1.28%	18
2024 Q2	$3.73M	Sell	90,130 -6,874	-7%	-$264K	2.06%	13
2024 Q1	$3.7M	Buy	97,004 +19,222	+25%	+$680K	2.59%	13
2023 Q4	$2.53M	Buy	+77,782	New	+$2.24M	2.23%	14

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 $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 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

Three Seasons Wealth's SSO Position: Q2 2026 in Review

Three Seasons Wealth opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 120,593 shares worth $8.13M. The stake represents 0.74% of the portfolio and ranks #10 among its holdings. This is a return to the name: Three Seasons Wealth previously reported a position in SSO as recently as Q4 2025.

Three Seasons Wealth first reported a position in SSO in Q4 2023 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Three Seasons Wealth held 120,593 shares of ProShares Ultra S&P500 worth $8.13M as of Q2 2026.
ProShares Ultra S&P500 was a new Three Seasons Wealth position in Q2 2026.
ProShares Ultra S&P500 made up 0.74% of Three Seasons Wealth's portfolio in Q2 2026, its #10 holding.
Three Seasons Wealth first reported a position in ProShares Ultra S&P500 in Q4 2023 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.