Bank of Montreal
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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
2017
Q1 		– Sell
-72,000
Closed -$660K – 4174
2016
Q4 		$660K Buy
+72,000
New +$651K ﹤0.01% 2030

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.