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

Waverly 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 		$658K Buy
+9,766
New +$625K ﹤0.01% 1051
2014
Q1 		– Sell
-13,456
Closed -$86K – 819
2013
Q4 		$86K Buy
13,456
+16
+0.1% +$94 0.03% 260
2013
Q3 		$71K Buy
+13,440
New +$70.3K 0.04% 194

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 $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
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

Waverly Advisors's SSO Position: Q2 2026 in Review

Waverly Advisors opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 9,766 shares worth $658K. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in SSO as recently as Q4 2013.

Waverly Advisors first reported a position in SSO in Q3 2013 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Waverly Advisors held 9,766 shares of ProShares Ultra S&P500 worth $658K as of Q2 2026.
  • ProShares Ultra S&P500 was a new Waverly Advisors position in Q2 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1051 holding.
  • Waverly Advisors first reported a position in ProShares Ultra S&P500 in Q3 2013 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.