ZI
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ZEGA Investments’s ProShares Ultra S&P500 SSO Stock Holding History

ZEGA Investments’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 		– Sell
-27,375
Closed -$1.42M – 357
2026
Q1 		$1.42M Buy
+27,375
New +$1.56M 0.16% 76
2025
Q2 		– Sell
-31,436
Closed -$1.3M – 158
2025
Q1 		$1.3M Buy
+31,436
New +$1.45M 0.2% 62

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

ZEGA Investments's SSO Position: Q2 2026 in Review

ZEGA Investments sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 27,375 shares — an estimated $1.42M sold.

ZEGA Investments first reported a position in SSO in Q1 2025 and held it in 2 quarters. The position peaked at $1.42M in Q1 2026. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • ZEGA Investments reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
  • ZEGA Investments sold 27,375 ProShares Ultra S&P500 shares in Q2 2026, an estimated $1.42M.
  • ZEGA Investments first reported a position in ProShares Ultra S&P500 in Q1 2025 and held it in 2 quarters.
  • ZEGA Investments's ProShares Ultra S&P500 position peaked at $1.42M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.