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 Q3	$371K	Hold	5,349	–	–	0.04%	355
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Claro Advisors's SSO Position: Q3 2026 in Review

Claro Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 5,349 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #355.

Claro Advisors first reported a position in SSO in Q4 2018 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Claro Advisors held 5,349 shares of ProShares Ultra S&P500 worth $371K as of Q3 2026.
Claro Advisors left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
ProShares Ultra S&P500 made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #355 holding.
Claro Advisors first reported a position in ProShares Ultra S&P500 in Q4 2018 and has held it in 8 quarters since.
216 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.