Cerity Partners
SSO icon

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

Cerity 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 		$242K Buy
+3,598
New +$230K ﹤0.01% 2942
2026
Q1 		– Sell
-5,785
Closed -$335K – 3389
2025
Q4 		$335K Buy
5,785
+2,205
+62% +$126K ﹤0.01% 2346
2025
Q3 		$201K Buy
+3,580
New +$187K ﹤0.01% 2504
2025
Q1 		– Sell
-6,562
Closed -$304K – 2620
2024
Q4 		$304K Buy
6,562
+14
+0.2% +$659 ﹤0.01% 2027
2024
Q3 		$295K Sell
6,548
-1,800
-22% -$75.9K ﹤0.01% 2074
2024
Q2 		$345K Buy
8,348
+2,308
+38% +$88.7K ﹤0.01% 1745
2024
Q1 		$234K Sell
6,040
-1,060
-15% -$37.5K ﹤0.01% 2012
2023
Q4 		$231K Buy
+7,100
New +$204K ﹤0.01% 1657

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 $210M AUM 50.85% 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

Cerity Partners's SSO Position: Q2 2026 in Review

Cerity Partners opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 3,598 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #2942 among its holdings. This is a return to the name: Cerity Partners previously reported a position in SSO as recently as Q4 2025.

Cerity Partners first reported a position in SSO in Q4 2023 and has held it in 8 quarters since. The position peaked at $345K in Q2 2024. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Cerity Partners held 3,598 shares of ProShares Ultra S&P500 worth $242K as of Q2 2026.
  • ProShares Ultra S&P500 was a new Cerity Partners position in Q2 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2942 holding.
  • Cerity Partners first reported a position in ProShares Ultra S&P500 in Q4 2023 and has held it in 8 quarters since.
  • Cerity Partners's ProShares Ultra S&P500 position peaked at $345K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.