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Belpointe Asset Management’s ProShares Ultra S&P500 SSO Stock Holding History

Belpointe Asset Management’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
Q1 		– Sell
-5,000
Closed -$290K – 1177
2025
Q4 		$290K Buy
+5,000
New +$286K 0.01% 835
2023
Q4 		– Sell
-16,182
Closed -$432K – 762
2023
Q3 		$432K Buy
+16,182
New +$470K 0.04% 372
2023
Q2 		– Sell
-1,894
Closed -$47.5K – 3015
2023
Q1 		$47.5K Sell
1,894
-18,222
-91% -$437K ﹤0.01% 1731
2022
Q4 		$447K Buy
+20,116
New +$456K 0.03% 587
2022
Q3 		– Sell
-18,600
Closed -$418K – 1229
2022
Q2 		$418K Buy
+18,600
New +$498K 0.03% 564
2021
Q4 		– Sell
-10,072
Closed -$302K – 1247
2021
Q3 		$302K Buy
10,072
+1,656
+20% +$52.3K 0.02% 679
2021
Q2 		$251K Buy
+8,416
New +$238K 0.02% 739
2020
Q1 		– Sell
-8,800
Closed -$166K – 768
2019
Q4 		$166K Sell
8,800
-16
-0.2% -$276 0.02% 599
2019
Q3 		$142K Sell
8,816
-808
-8% -$12.8K 0.02% 576
2019
Q2 		$152K Sell
9,624
-1,625,520
-99% -$24.7M 0.03% 481
2019
Q1 		$11.7M Buy
1,635,144
+1,157,144
+242% +$15.8M 2.29% 8
2018
Q4 		$5.55M Sell
478,000
-85,352
-15% -$1.16M 1.41% 8
2018
Q3 		$8.98M Buy
563,352
+11,584
+2% +$177K 1.42% 10
2018
Q2 		$7.68M Buy
+551,768
New +$7.6M 2.14% 5
2017
Q4 		– Sell
-491,936
Closed -$5.95M – 495
2017
Q3 		$5.95M Buy
+491,936
New +$5.71M 1.39% 7

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 $657M AUM 24.18% 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 $94.2B AUM 21.24% 1-Year Est. Return

Belpointe Asset Management's SSO Position: Q1 2026 in Review

Belpointe Asset Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 5,000 shares — an estimated $290K sold.

Belpointe Asset Management first reported a position in SSO in Q3 2017 and held it in 15 quarters. The position peaked at $11.7M in Q1 2019. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Belpointe Asset Management reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 5,000 ProShares Ultra S&P500 shares in Q1 2026, an estimated $290K.
  • Belpointe Asset Management first reported a position in ProShares Ultra S&P500 in Q3 2017 and held it in 15 quarters.
  • Belpointe Asset Management's ProShares Ultra S&P500 position peaked at $11.7M in Q1 2019.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.