Client First Investment Management’s ProShares Ultra S&P500 SSO Stock Holding History

Client First Investment Management’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	$26.9M	Sell	387,544 -157,007	-29%	-$10.9M	12.79%	2
2026 Q2	$36.7M	Buy	544,551 +426,494	+361%	+$27.3M	15.46%	2
2026 Q1	$6.12M	Sell	118,057 -422,004	-78%	-$24.1M	3.18%	5
2025 Q4	$31.3M	Buy	540,061 +358,071	+197%	+$20.5M	16.41%	2
2025 Q3	$10.2M	Sell	181,990 -105,110	-37%	-$5.48M	5.2%	4
2025 Q2	$14M	Buy	+287,100	New	+$12.1M	8.61%	3
2025 Q1	–	Sell	-776,016	Closed	-$35.9M	–	21
2024 Q4	$35.9M	Buy	776,016 +106,620	+16%	+$5.02M	23.07%	2
2024 Q3	$30.2M	Buy	669,396 +50,614	+8%	+$2.13M	23.09%	2
2024 Q2	$25.6M	Sell	618,782 -108,042	-15%	-$4.15M	19.85%	2
2024 Q1	$28.2M	Buy	726,824 +295,734	+69%	+$10.5M	22.37%	2
2023 Q4	$14M	Buy	+431,090	New	+$12.4M	13.62%	2

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Client First Investment Management's SSO Position: Q3 2026 in Review

Client First Investment Management reduced its ProShares Ultra S&P500 (SSO) stake by 29% in Q3 2026, selling an estimated $10.9M and leaving 387,544 shares worth $26.9M. The position accounts for 12.79% of the portfolio, ranked #2.

Client First Investment Management first reported a position in SSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.7M in Q2 2026. 159 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Client First Investment Management held 387,544 shares of ProShares Ultra S&P500 worth $26.9M as of Q3 2026.
Client First Investment Management sold 157,007 ProShares Ultra S&P500 shares in Q3 2026, an estimated $10.9M.
ProShares Ultra S&P500 made up 12.79% of Client First Investment Management's portfolio in Q3 2026, its #2 holding.
Client First Investment Management first reported a position in ProShares Ultra S&P500 in Q4 2023 and has held it in 11 quarters since.
Client First Investment Management's ProShares Ultra S&P500 position peaked at $36.7M in Q2 2026.
159 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.