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

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of Montreal's SSO Position: Q1 2026 in Review

Bank of Montreal held its ProShares Ultra S&P500 (SSO) position steady in Q1 2026 at 30 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Bank of Montreal first reported a position in SSO in Q3 2015 and has held it in 31 quarters since. The position peaked at $637K in Q4 2016. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Bank of Montreal held 30 shares of ProShares Ultra S&P500 worth $1.56K as of Q1 2026.
  • Bank of Montreal left its ProShares Ultra S&P500 share count unchanged in Q1 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3695 holding.
  • Bank of Montreal first reported a position in ProShares Ultra S&P500 in Q3 2015 and has held it in 31 quarters since.
  • Bank of Montreal's ProShares Ultra S&P500 position peaked at $637K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.