United Capital Financial Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

United Capital Financial 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 Q2	$781K	Sell	11,580 -160	-1%	-$10.2K	﹤0.01%	908
2026 Q1	$609K	Buy	11,740 +3,120	+36%	+$178K	﹤0.01%	969
2025 Q4	$499K	Hold	8,620	–	–	﹤0.01%	958
2025 Q3	$483K	Buy	+8,620	New	+$450K	﹤0.01%	872
2021 Q2	–	Sell	-8,500	Closed	-$217K	–	1256
2021 Q1	$217K	Buy	+8,500	New	+$206K	﹤0.01%	1094

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 $210M AUM 50.85% 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

United Capital Financial Advisors's SSO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 1.4% in Q2 2026, selling an estimated $10.2K and leaving 11,580 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

United Capital Financial Advisors first reported a position in SSO in Q1 2021 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

United Capital Financial Advisors held 11,580 shares of ProShares Ultra S&P500 worth $781K as of Q2 2026.
United Capital Financial Advisors sold 160 ProShares Ultra S&P500 shares in Q2 2026, an estimated $10.2K.
ProShares Ultra S&P500 made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #908 holding.
United Capital Financial Advisors first reported a position in ProShares Ultra S&P500 in Q1 2021 and has held it in 5 quarters since.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.