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Cape Investment Advisory’s ProShares Ultra S&P500 SSO Stock Holding History

Cape Investment Advisory’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
-126
Closed -$7.3K – 1073
2025
Q4 		$7.3K Buy
+126
New +$7.21K ﹤0.01% 815

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 $227M AUM 13.85% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $104B AUM 28.3% 1-Year Est. Return

Cape Investment Advisory's SSO Position: Q1 2026 in Review

Cape Investment Advisory sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 126 shares — an estimated $7.3K sold.

Cape Investment Advisory first reported a position in SSO in Q4 2025 and held it in 1 quarter. The position peaked at $7.3K in Q4 2025. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Cape Investment Advisory reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 126 ProShares Ultra S&P500 shares in Q1 2026, an estimated $7.3K.
  • Cape Investment Advisory first reported a position in ProShares Ultra S&P500 in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's ProShares Ultra S&P500 position peaked at $7.3K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.