Claro Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Claro Advisors’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	$360K	Buy	5,349 +40	+0.8%	+$2.56K	0.04%	356
2026 Q1	$275K	Sell	5,309 -635	-11%	-$36.3K	0.03%	397
2025 Q4	$344K	Sell	5,944 -26	-0.4%	-$1.49K	0.05%	300
2025 Q3	$335K	Sell	5,970 -124	-2%	-$6.47K	0.05%	296
2025 Q2	$298K	Buy	6,094 +894	+17%	+$37.8K	0.05%	295
2025 Q1	$215K	Buy	+5,200	New	+$240K	0.03%	467
2019 Q1	–	Sell	-3,200	Closed	-$51K	–	822
2018 Q4	$51K	Buy	+3,200	New	+$43.6K	0.04%	331

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

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

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 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

Claro Advisors's SSO Position: Q2 2026 in Review

Claro Advisors increased its ProShares Ultra S&P500 (SSO) stake by 0.75% in Q2 2026, buying an estimated $2.56K and bringing the position to 5,349 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #356.

Claro Advisors first reported a position in SSO in Q4 2018 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Claro Advisors held 5,349 shares of ProShares Ultra S&P500 worth $360K as of Q2 2026.
Claro Advisors bought 40 ProShares Ultra S&P500 shares in Q2 2026, an estimated $2.56K.
ProShares Ultra S&P500 made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #356 holding.
Claro Advisors first reported a position in ProShares Ultra S&P500 in Q4 2018 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.