WA
SSO icon

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

Wealthstar 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 		$619K Sell
9,194
-390
-4% -$25K 0.18% 78
2026
Q1 		$497K Sell
9,584
-317
-3% -$18.1K 0.23% 86
2025
Q4 		$573K Buy
9,901
+147
+2% +$8.41K 0.25% 77
2025
Q3 		$547K Sell
9,754
-156
-2% -$8.14K 0.22% 89
2025
Q2 		$484K Sell
9,910
-1,542
-13% -$65.1K 0.18% 99
2025
Q1 		$474K Sell
11,452
-158
-1% -$7.29K 0.22% 95
2024
Q4 		$537K Buy
+11,610
New +$547K 0.23% 83
2024
Q2 		– Sell
-11,288
Closed -$438K – 124
2024
Q1 		$438K Sell
11,288
-752
-6% -$26.6K 0.15% 85
2023
Q4 		$392K Buy
12,040
+810
+7% +$23.3K 0.06% 89
2023
Q3 		$300K Sell
11,230
-380
-3% -$11K 0.12% 78
2023
Q2 		$338K Hold
11,610
– – 0.14% 57
2023
Q1 		$291K Sell
11,610
-352
-3% -$8.44K 0.11% 77
2022
Q4 		$266K Buy
11,962
+8
+0.1% +$181 0.12% 78
2022
Q3 		$238K Hold
11,954
– – 0.11% 83
2022
Q2 		$264K Buy
11,954
+120
+1% +$3.22K 0.1% 77
2022
Q1 		$393K Sell
11,834
-1,894
-14% -$60.6K 0.15% 66
2021
Q4 		$503K Buy
13,728
+304
+2% +$10.4K 0.17% 51
2021
Q3 		$403K Buy
+13,424
New +$424K 0.12% 59

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

Wealthstar Advisors's SSO Position: Q2 2026 in Review

Wealthstar Advisors reduced its ProShares Ultra S&P500 (SSO) stake by 4.1% in Q2 2026, selling an estimated $25K and leaving 9,194 shares worth $619K. The position accounts for 0.18% of the portfolio, ranked #78.

Wealthstar Advisors first reported a position in SSO in Q3 2021 and has held it in 18 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Wealthstar Advisors held 9,194 shares of ProShares Ultra S&P500 worth $619K as of Q2 2026.
  • Wealthstar Advisors sold 390 ProShares Ultra S&P500 shares in Q2 2026, an estimated $25K.
  • ProShares Ultra S&P500 made up 0.18% of Wealthstar Advisors's portfolio in Q2 2026, its #78 holding.
  • Wealthstar Advisors first reported a position in ProShares Ultra S&P500 in Q3 2021 and has held it in 18 quarters since.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.