TruWealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

TruWealth Advisors’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	$463K	Hold	8,934	–	–	0.02%	123
2025 Q4	$517K	Hold	8,934	–	–	0.03%	120
2025 Q3	$501K	Hold	8,934	–	–	0.03%	122
2025 Q2	$437K	Hold	8,934	–	–	0.02%	117
2025 Q1	$370K	Hold	8,934	–	–	0.02%	117
2024 Q4	$413K	Hold	8,934	–	–	0.02%	113
2024 Q3	$403K	Hold	8,934	–	–	0.02%	113
2024 Q2	$369K	Sell	8,934 -724	-7%	-$27.8K	0.02%	120
2024 Q1	$374K	Hold	9,658	–	–	0.03%	117
2023 Q4	$314K	Sell	9,658 -722	-7%	-$20.8K	0.02%	113
2023 Q3	$277K	Hold	10,380	–	–	0.02%	119
2023 Q2	$302K	Hold	10,380	–	–	0.03%	113
2023 Q1	$261K	Hold	10,380	–	–	0.02%	130
2022 Q4	$231K	Hold	10,380	–	–	0.02%	127
2022 Q3	$206K	Hold	10,380	–	–	0.02%	130
2022 Q2	$233K	Hold	10,380	–	–	0.03%	120
2022 Q1	$341K	Hold	10,380	–	–	0.04%	86
2021 Q4	$380K	Sell	10,380 -1,404	-12%	-$48K	0.04%	86
2021 Q3	$353K	Hold	11,784	–	–	0.04%	89
2021 Q2	$352K	Hold	11,784	–	–	0.04%	86
2021 Q1	$301K	Hold	11,784	–	–	0.04%	86
2020 Q4	$269K	Buy	+11,784	New	+$242K	0.04%	91

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TruWealth Advisors's SSO Position: Q1 2026 in Review

TruWealth Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q1 2026 at 8,934 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #123.

TruWealth Advisors first reported a position in SSO in Q4 2020 and has held it in 22 quarters since. The position peaked at $517K in Q4 2025. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

TruWealth Advisors held 8,934 shares of ProShares Ultra S&P500 worth $463K as of Q1 2026.
TruWealth Advisors left its ProShares Ultra S&P500 share count unchanged in Q1 2026.
ProShares Ultra S&P500 made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #123 holding.
TruWealth Advisors first reported a position in ProShares Ultra S&P500 in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's ProShares Ultra S&P500 position peaked at $517K in Q4 2025.
214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.