Bank of Montreal
SSO icon

Bank of Montreal’s ProShares Ultra S&P500 SSO Stock Holding History

Bank of Montreal’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
-30
Closed -$1.56K – 4042
2026
Q1 		$1.56K Hold
30
– – ﹤0.01% 3695
2025
Q4 		$1.76K Buy
+30
New +$1.72K ﹤0.01% 3546
2025
Q2 		– Sell
-850
Closed -$35.2K – 3721
2025
Q1 		$35.2K Hold
850
– – ﹤0.01% 3124
2024
Q4 		$39.3K Hold
850
– – ﹤0.01% 3155
2024
Q3 		$38K Buy
+850
New +$35.8K ﹤0.01% 3467
2023
Q4 		– Sell
-500
Closed -$14.6K – 4281
2023
Q3 		$14.6K Sell
500
-1,000
-67% -$29K ﹤0.01% 3596
2023
Q2 		$43.7K Sell
1,500
-22,842
-94% -$598K ﹤0.01% 3623
2023
Q1 		$611K Buy
24,342
+21,198
+674% +$508K ﹤0.01% 2352
2022
Q4 		$70.4K Sell
3,144
-78,400
-96% -$1.78M ﹤0.01% 3454
2022
Q3 		$1.9M Sell
81,544
-18,956
-19% -$469K ﹤0.01% 1837
2022
Q2 		$2.31M Buy
100,500
+100,000
+20,000% +$2.68M ﹤0.01% 1827
2022
Q1 		$17K Hold
500
– – ﹤0.01% 3942
2021
Q4 		$19K Sell
500
-300
-38% -$10.3K ﹤0.01% 3350
2021
Q3 		$25K Hold
800
– – ﹤0.01% 3641
2021
Q2 		$24K Buy
+800
New +$22.6K ﹤0.01% 3495
2019
Q3 		– Sell
-2,864
Closed -$45K – 4965
2019
Q2 		$45K Sell
2,864
-440
-13% -$6.69K ﹤0.01% 3748
2019
Q1 		$49K Sell
3,304
-1,760
-35% -$24K ﹤0.01% 3349
2018
Q4 		$59K Buy
5,064
+1,624
+47% +$22.1K ﹤0.01% 3213
2018
Q3 		$55K Sell
3,440
-200
-5% -$3.05K ﹤0.01% 3354
2018
Q2 		$51K Sell
3,640
-120
-3% -$1.65K ﹤0.01% 3397
2018
Q1 		$50K Sell
3,760
-1,200
-24% -$17.1K ﹤0.01% 3233
2017
Q4 		$68K Sell
4,960
-400
-7% -$5.17K ﹤0.01% 3157
2017
Q3 		$65K Sell
5,360
-240
-4% -$2.79K ﹤0.01% 3135
2017
Q2 		$63K Hold
5,600
– – ﹤0.01% 3143
2017
Q1 		$59K Sell
5,600
-64,000
-92% -$657K ﹤0.01% 3021
2016
Q4 		$637K Buy
69,600
+64,800
+1,350% +$586K ﹤0.01% 2041
2016
Q3 		$43K Hold
4,800
– – ﹤0.01% 3098
2016
Q2 		$40K Buy
4,800
+4,512
+1,567% +$36.6K ﹤0.01% 3138
2016
Q1 		$2K Hold
288
– – ﹤0.01% 3986
2015
Q4 		$2K Hold
288
– – ﹤0.01% 3995
2015
Q3 		$2K Buy
+288
New +$2.25K ﹤0.01% 3811

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

Bank of Montreal's SSO Position: Q2 2026 in Review

Bank of Montreal sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 30 shares — an estimated $1.56K sold.

Bank of Montreal first reported a position in SSO in Q3 2015 and held it in 31 quarters. The position peaked at $2.31M in Q2 2022. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Bank of Montreal reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 30 ProShares Ultra S&P500 shares in Q2 2026, an estimated $1.56K.
  • Bank of Montreal first reported a position in ProShares Ultra S&P500 in Q3 2015 and held it in 31 quarters.
  • Bank of Montreal's ProShares Ultra S&P500 position peaked at $2.31M in Q2 2022.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.