WoodTrust Financial’s ProShares Ultra S&P500 SSO Stock Holding History

WoodTrust Financial’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	$1.22M	Hold	18,110	–	–	0.14%	84
2026 Q1	$940K	Sell	18,110 -6,426	-26%	-$367K	0.12%	86
2025 Q4	$1.42M	Hold	24,536	–	–	0.17%	76
2025 Q3	$1.38M	Buy	+24,536	New	+$1.28M	0.16%	79
2025 Q2	–	Sell	-24,536	Closed	-$1.02M	–	159
2025 Q1	$1.02M	Sell	24,536 -8,318	-25%	-$384K	0.14%	83
2024 Q4	$1.52M	Sell	32,854 -492	-1%	-$23.2K	0.21%	66
2024 Q3	$1.5M	Hold	33,346	–	–	0.21%	70
2024 Q2	$1.38M	Buy	+33,346	New	+$1.28M	0.21%	73
2024 Q1	–	Sell	-45,024	Closed	-$1.47M	–	183
2023 Q4	$1.47M	Hold	45,024	–	–	0.25%	63
2023 Q3	$1.2M	Hold	45,024	–	–	0.23%	65
2023 Q2	$1.31M	Hold	45,024	–	–	0.24%	67
2023 Q1	$1.13M	Sell	45,024 -656	-1%	-$15.7K	0.22%	74
2022 Q4	$1.01M	Hold	45,680	–	–	0.21%	70
2022 Q3	$907K	Hold	45,680	–	–	0.2%	77
2022 Q2	$1.03M	Hold	45,680	–	–	0.23%	66
2022 Q1	$1.5M	Hold	45,680	–	–	0.3%	50
2021 Q4	$1.67M	Hold	45,680	–	–	0.35%	44
2021 Q3	$1.37M	Hold	45,680	–	–	0.32%	46
2021 Q2	$1.36M	Hold	45,680	–	–	0.36%	44
2021 Q1	$1.17M	Hold	45,680	–	–	0.34%	44
2020 Q4	$1.04M	Hold	45,680	–	–	0.33%	43
2020 Q3	$839K	Hold	45,680	–	–	0.3%	45
2020 Q2	$714K	Sell	45,680 -720	-2%	-$10.2K	0.29%	46
2020 Q1	$516K	Sell	46,400 -5,600	-11%	-$94.6K	0.24%	50
2019 Q4	$980K	Hold	52,000	–	–	0.39%	45
2019 Q3	$835K	Sell	52,000 -18,400	-26%	-$293K	0.36%	45
2019 Q2	$1.11M	Hold	70,400	–	–	0.5%	42
2019 Q1	$1.04M	Buy	+70,400	New	+$959K	0.5%	44

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 $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 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

WoodTrust Financial's SSO Position: Q2 2026 in Review

WoodTrust Financial held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 18,110 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #84.

WoodTrust Financial first reported a position in SSO in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.67M in Q4 2021. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

WoodTrust Financial held 18,110 shares of ProShares Ultra S&P500 worth $1.22M as of Q2 2026.
WoodTrust Financial left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.14% of WoodTrust Financial's portfolio in Q2 2026, its #84 holding.
WoodTrust Financial first reported a position in ProShares Ultra S&P500 in Q1 2019 and has held it in 28 quarters since.
WoodTrust Financial's ProShares Ultra S&P500 position peaked at $1.67M in Q4 2021.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.