CIBC Private Wealth Group
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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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

CIBC Private Wealth Group's SSO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its ProShares Ultra S&P500 (SSO) stake by 88% in Q4 2025, selling an estimated $152K and leaving 374 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

CIBC Private Wealth Group first reported a position in SSO in Q4 2017 and has held it in 18 quarters since. The position peaked at $555K in Q1 2019. 263 funds tracked by Wall St. Rank hold SSO as of Q4 2025.

  • CIBC Private Wealth Group held 374 shares of ProShares Ultra S&P500 worth $21.7K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,652 ProShares Ultra S&P500 shares in Q4 2025, an estimated $152K.
  • ProShares Ultra S&P500 made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2141 holding.
  • CIBC Private Wealth Group first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 18 quarters since.
  • CIBC Private Wealth Group's ProShares Ultra S&P500 position peaked at $555K in Q1 2019.
  • 263 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.