CIAS
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Capital Investment Advisory Services’s ProShares Ultra S&P500 SSO Stock Holding History

Capital Investment Advisory Services’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
Q2 		$3.03M Sell
44,905
-2,483
-5% -$159K 0.19% 129
2026
Q1 		$2.46M Sell
47,388
-175,324
-79% -$10M 0.18% 122
2025
Q4 		$12.9M Sell
222,712
-101,526
-31% -$5.81M 0.91% 18
2025
Q3 		$18.2M Sell
324,238
-18,848
-5% -$984K 1.44% 9
2025
Q2 		$16.8M Buy
343,086
+304,810
+796% +$12.9M 1.37% 9
2025
Q1 		$1.58M Buy
38,276
+18,712
+96% +$863K 0.14% 159
2024
Q4 		$905K Buy
19,564
+722
+4% +$34K 0.09% 201
2024
Q3 		$849K Buy
18,842
+544
+3% +$22.9K 0.08% 218
2024
Q2 		$756K Sell
18,298
-500
-3% -$19.2K 0.08% 224
2024
Q1 		$729K Sell
18,798
-40
-0.2% -$1.42K 0.08% 234
2023
Q4 		$613K Buy
18,838
+476
+3% +$13.7K 0.06% 254
2023
Q3 		$490K Sell
18,362
-606
-3% -$17.6K 0.05% 279
2023
Q2 		$551K Sell
18,968
-42
-0.2% -$1.1K 0.05% 258
2023
Q1 		$477K Sell
19,010
-888
-4% -$21.3K 0.06% 268
2022
Q4 		$442K Buy
19,898
+234
+1% +$5.31K 0.05% 293
2022
Q3 		$391K Buy
19,664
+3,760
+24% +$93K 0.05% 302
2022
Q2 		$357K Buy
15,904
+350
+2% +$9.38K 0.04% 325
2022
Q1 		$510K Buy
15,554
+58
+0.4% +$1.86K 0.06% 278
2021
Q4 		$567K Buy
15,496
+384
+3% +$13.1K 0.07% 256
2021
Q3 		$453K Sell
15,112
-1,940
-11% -$61.3K 0.06% 285
2021
Q2 		$509K Sell
17,052
-52
-0.3% -$1.47K 0.06% 270
2021
Q1 		$437K Sell
17,104
-152
-0.9% -$3.68K 0.06% 271
2020
Q4 		$394K Sell
17,256
-3,300
-16% -$67.8K 0.06% 284
2020
Q3 		$378K Sell
20,556
-5,812
-22% -$105K 0.07% 248
2020
Q2 		$412K Buy
26,368
+3,496
+15% +$49.5K 0.08% 207
2020
Q1 		$254K Buy
22,872
+15,208
+198% +$257K 0.06% 249
2019
Q4 		$144K Buy
7,664
+928
+14% +$16K 0.04% 323
2019
Q3 		$108K Sell
6,736
-2,768
-29% -$44K 0.03% 369
2019
Q2 		$154K Buy
9,504
+8,160
+607% +$124K 0.05% 318
2019
Q1 		$20K Buy
1,344
+144
+12% +$1.96K 0.01% 687
2018
Q4 		$14K Buy
+1,200
New +$16.3K 0.01% 731
2018
Q2 		– Sell
-26,824
Closed -$354K – 222
2018
Q1 		$354K Buy
+26,824
New +$381K 0.2% 128

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

Capital Investment Advisory Services's SSO Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its ProShares Ultra S&P500 (SSO) stake by 5.2% in Q2 2026, selling an estimated $159K and leaving 44,905 shares worth $3.03M. The position accounts for 0.19% of the portfolio, ranked #129.

Capital Investment Advisory Services first reported a position in SSO in Q1 2018 and has held it in 32 quarters since. The position peaked at $18.2M in Q3 2025. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Capital Investment Advisory Services held 44,905 shares of ProShares Ultra S&P500 worth $3.03M as of Q2 2026.
  • Capital Investment Advisory Services sold 2,483 ProShares Ultra S&P500 shares in Q2 2026, an estimated $159K.
  • ProShares Ultra S&P500 made up 0.19% of Capital Investment Advisory Services's portfolio in Q2 2026, its #129 holding.
  • Capital Investment Advisory Services first reported a position in ProShares Ultra S&P500 in Q1 2018 and has held it in 32 quarters since.
  • Capital Investment Advisory Services's ProShares Ultra S&P500 position peaked at $18.2M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.