CIBC Private Wealth Group

CIBC Private Wealth Group’s ProShares Ultra S&P500 SSO Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$21.7K	Sell	374 -2,652	-88%	-$152K	﹤0.01%	2141
2025 Q3	$170K	Sell	3,026 -1,774	-37%	-$92.6K	﹤0.01%	1250
2025 Q2	$235K	Hold	4,800	–	–	﹤0.01%	1056
2025 Q1	$156K	Sell	4,800 -1,178	-20%	-$54.3K	﹤0.01%	1170
2024 Q4	$279K	Hold	5,978	–	–	﹤0.01%	1038
2024 Q3	$270K	Buy	5,978 +1,178	+25%	+$49.7K	﹤0.01%	1062
2024 Q2	$206K	Hold	4,800	–	–	﹤0.01%	1087
2024 Q1	$185K	Buy	+4,800	New	+$170K	﹤0.01%	1157
2023 Q4	–	Sell	-11,756	Closed	-$314K	–	1181
2023 Q3	$314K	Buy	+11,756	New	+$341K	﹤0.01%	874
2020 Q2	–	Sell	-22,576	Closed	-$251K	–	789
2020 Q1	$251K	Hold	22,576	–	–	﹤0.01%	754
2019 Q4	$426K	Hold	22,576	–	–	﹤0.01%	728
2019 Q3	$362K	Sell	22,576 -8,800	-28%	-$140K	﹤0.01%	748
2019 Q2	$494K	Sell	31,376 -6,328	-17%	-$96.2K	﹤0.01%	712
2019 Q1	$555K	Buy	+37,704	New	+$514K	﹤0.01%	704
2018 Q4	–	Sell	-15,200	Closed	-$242K	–	949
2018 Q3	$242K	Hold	15,200	–	–	﹤0.01%	895
2018 Q2	$211K	Sell	15,200 -2,000	-12%	-$27.6K	﹤0.01%	912
2018 Q1	$227K	Buy	17,200 +2,000	+13%	+$28.4K	﹤0.01%	911
2017 Q4	$208K	Buy	+15,200	New	+$197K	﹤0.01%	924

Other funds holding SSO

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Sollinda Capital Management Miami, Florida $411M AUM 15.79% 1-Year Est. Return

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return