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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
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

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

Castleview Partners's SSO Position: Q2 2026 in Review

Castleview Partners increased its ProShares Ultra S&P500 (SSO) stake by 1.4% in Q2 2026, buying an estimated $3.97K and bringing the position to 4,635 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #160.

Castleview Partners first reported a position in SSO in Q2 2021 and has held it in 16 quarters since. The position peaked at $858K in Q1 2024. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Castleview Partners held 4,635 shares of ProShares Ultra S&P500 worth $312K as of Q2 2026.
  • Castleview Partners bought 62 ProShares Ultra S&P500 shares in Q2 2026, an estimated $3.97K.
  • ProShares Ultra S&P500 made up 0.14% of Castleview Partners's portfolio in Q2 2026, its #160 holding.
  • Castleview Partners first reported a position in ProShares Ultra S&P500 in Q2 2021 and has held it in 16 quarters since.
  • Castleview Partners's ProShares Ultra S&P500 position peaked at $858K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.