Tradewinds Capital Management’s ProShares Ultra S&P500 SSO Stock Holding History

Tradewinds Capital Management’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	$3.38K	Buy	+50	New	+$3.2K	﹤0.01%	520
2024 Q1	–	Sell	-164	Closed	-$5.34K	–	580
2023 Q4	$5.34K	Buy	+164	New	+$4.72K	﹤0.01%	280
2019 Q2	–	Sell	-240	Closed	-$4K	–	636
2019 Q1	$4K	Buy	+240	New	+$3.27K	﹤0.01%	485
2015 Q4	–	Sell	-120	Closed	-$1K	–	678
2015 Q3	$1K	Buy	+120	New	+$936	﹤0.01%	595

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

Tradewinds Capital Management's SSO Position: Q2 2026 in Review

Tradewinds Capital Management opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 50 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Tradewinds Capital Management previously reported a position in SSO as recently as Q4 2023.

Tradewinds Capital Management first reported a position in SSO in Q3 2015 and has held it in 4 quarters since. The position peaked at $5.34K in Q4 2023. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Tradewinds Capital Management held 50 shares of ProShares Ultra S&P500 worth $3.38K as of Q2 2026.
ProShares Ultra S&P500 was a new Tradewinds Capital Management position in Q2 2026.
ProShares Ultra S&P500 made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #520 holding.
Tradewinds Capital Management first reported a position in ProShares Ultra S&P500 in Q3 2015 and has held it in 4 quarters since.
Tradewinds Capital Management's ProShares Ultra S&P500 position peaked at $5.34K in Q4 2023.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.