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SSO icon

Castleview Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Castleview Partners’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
Q3 		$528K Buy
7,611
+2,976
+64% +$206K 0.23% 106
2026
Q2 		$312K Buy
4,635
+62
+1% +$3.97K 0.14% 160
2026
Q1 		$237K Sell
4,573
-1,483
-24% -$84.8K 0.12% 175
2025
Q4 		$351K Buy
6,056
+584
+11% +$33.4K 0.17% 122
2025
Q3 		$307K Sell
5,472
-2,550
-32% -$133K 0.17% 132
2025
Q2 		$392K Sell
8,022
-4,874
-38% -$206K 0.25% 98
2025
Q1 		$534K Buy
12,896
+4,760
+59% +$220K 0.36% 75
2024
Q4 		$374K Sell
8,136
-1,104
-12% -$52K 0.2% 122
2024
Q3 		$417K Buy
9,240
+62
+0.7% +$2.62K 0.24% 103
2024
Q2 		$379K Sell
9,178
-12,956
-59% -$498K 0.22% 109
2024
Q1 		$858K Buy
22,134
+2,760
+14% +$97.6K 0.48% 47
2023
Q4 		$630K Buy
19,374
+686
+4% +$19.7K 0.44% 49
2023
Q3 		$499K Buy
18,688
+740
+4% +$21.5K 0.46% 46
2023
Q2 		$522K Buy
17,948
+416
+2% +$10.9K 0.47% 39
2023
Q1 		$440K Buy
+17,532
New +$420K 0.39% 60
2022
Q2 		– Sell
-12,962
Closed -$425K – 807
2022
Q1 		$425K Buy
+12,962
New +$415K 0.26% 76
2021
Q2 		$30K Buy
+996
New +$28.2K 0.01% 497

Other funds holding SSO

TCI
Turner Capital Investments Austin, Texas $118M AUM
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Castleview Partners's SSO Position: Q3 2026 in Review

Castleview Partners increased its ProShares Ultra S&P500 (SSO) stake by 64% in Q3 2026, buying an estimated $206K and bringing the position to 7,611 shares worth $528K. The position accounts for 0.23% of the portfolio, ranked #106.

Castleview Partners first reported a position in SSO in Q2 2021 and has held it in 17 quarters since. The position peaked at $858K in Q1 2024. 18 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Castleview Partners held 7,611 shares of ProShares Ultra S&P500 worth $528K as of Q3 2026.
  • Castleview Partners bought 2,976 ProShares Ultra S&P500 shares in Q3 2026, an estimated $206K.
  • ProShares Ultra S&P500 made up 0.23% of Castleview Partners's portfolio in Q3 2026, its #106 holding.
  • Castleview Partners first reported a position in ProShares Ultra S&P500 in Q2 2021 and has held it in 17 quarters since.
  • Castleview Partners's ProShares Ultra S&P500 position peaked at $858K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.