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

Clearstead 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	$350K	Hold	5,200	–	–	﹤0.01%	874
2026 Q1	$270K	Hold	5,200	–	–	﹤0.01%	900
2025 Q4	$301K	Hold	5,200	–	–	﹤0.01%	817
2025 Q3	$292K	Hold	5,200	–	–	﹤0.01%	790
2025 Q2	$254K	Sell	5,200 -1,400	-21%	-$59.1K	﹤0.01%	821
2025 Q1	$273K	Sell	6,600 -3,288	-33%	-$152K	﹤0.01%	739
2024 Q4	$457K	Hold	9,888	–	–	0.01%	604
2024 Q3	$446K	Hold	9,888	–	–	0.01%	599
2024 Q2	$408K	Buy	+9,888	New	+$380K	0.01%	583
2023 Q3	–	Sell	-3,440	Closed	-$100K	–	1516
2023 Q2	$100K	Hold	3,440	–	–	0.01%	576
2023 Q1	$86.3K	Hold	3,440	–	–	0.01%	536
2022 Q4	$76.5K	Hold	3,440	–	–	0.01%	555
2022 Q3	$68K	Sell	3,440 -44,450	-93%	-$1.1M	0.01%	550
2022 Q2	$1.07M	Buy	47,890 +44,450	+1,292%	+$1.19M	0.08%	166
2022 Q1	$113K	Hold	3,440	–	–	0.01%	526
2021 Q4	$126K	Hold	3,440	–	–	0.01%	481
2021 Q3	$103K	Hold	3,440	–	–	0.01%	477
2021 Q2	$103K	Hold	3,440	–	–	0.01%	446
2021 Q1	$88K	Buy	+3,440	New	+$83.3K	0.01%	459

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

Clearstead Advisors's SSO Position: Q2 2026 in Review

Clearstead Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 5,200 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Clearstead Advisors first reported a position in SSO in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q2 2022. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Clearstead Advisors held 5,200 shares of ProShares Ultra S&P500 worth $350K as of Q2 2026.
Clearstead Advisors left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #874 holding.
Clearstead Advisors first reported a position in ProShares Ultra S&P500 in Q1 2021 and has held it in 19 quarters since.
Clearstead Advisors's ProShares Ultra S&P500 position peaked at $1.07M in Q2 2022.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.