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Boreal Capital Management’s ProShares Ultra S&P500 SSO Stock Holding History

Boreal Capital 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
-860
Closed -$49.8K – 523
2025
Q4 		$49.8K Buy
+860
New +$49.2K 0.04% 198
2025
Q3 		– Sell
-8,018
Closed -$393K – 555
2025
Q2 		$393K Buy
+8,018
New +$339K 0.32% 86

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 $1.1B AUM 30.57% 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

Boreal Capital Management's SSO Position: Q1 2026 in Review

Boreal Capital Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 860 shares — an estimated $49.8K sold.

Boreal Capital Management first reported a position in SSO in Q2 2025 and held it in 2 quarters. The position peaked at $393K in Q2 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Boreal Capital Management reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 860 ProShares Ultra S&P500 shares in Q1 2026, an estimated $49.8K.
  • Boreal Capital Management first reported a position in ProShares Ultra S&P500 in Q2 2025 and held it in 2 quarters.
  • Boreal Capital Management's ProShares Ultra S&P500 position peaked at $393K in Q2 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.