UAG
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United Advisor Group’s ProShares Ultra S&P500 SSO Stock Holding History

United Advisor 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
Q2 		$259K Buy
+3,844
New +$246K 0.03% 458
2026
Q1 		– Sell
-4,240
Closed -$246K – 530
2025
Q4 		$246K Buy
+4,240
New +$243K 0.03% 425

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
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
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

United Advisor Group's SSO Position: Q2 2026 in Review

United Advisor Group opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 3,844 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #458 among its holdings. This is a return to the name: United Advisor Group previously reported a position in SSO as recently as Q4 2025.

United Advisor Group first reported a position in SSO in Q4 2025 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • United Advisor Group held 3,844 shares of ProShares Ultra S&P500 worth $259K as of Q2 2026.
  • ProShares Ultra S&P500 was a new United Advisor Group position in Q2 2026.
  • ProShares Ultra S&P500 made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #458 holding.
  • United Advisor Group first reported a position in ProShares Ultra S&P500 in Q4 2025 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.