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 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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Client First Investment Management's SSO Position: Q2 2026 in Review

Client First Investment Management increased its ProShares Ultra S&P500 (SSO) stake by 361% in Q2 2026, buying an estimated $27.3M and bringing the position to 544,551 shares worth $36.7M. The position accounts for 15.46% of the portfolio, ranked #2.

Client First Investment Management first reported a position in SSO in Q4 2023 and has held it in 10 quarters since. 106 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Client First Investment Management held 544,551 shares of ProShares Ultra S&P500 worth $36.7M as of Q2 2026.
Client First Investment Management bought 426,494 ProShares Ultra S&P500 shares in Q2 2026, an estimated $27.3M.
ProShares Ultra S&P500 made up 15.46% of Client First Investment Management's portfolio in Q2 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 10 quarters since.
106 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.