Commonwealth Equity Services
SSO icon

Commonwealth Equity Services’s ProShares Ultra S&P500 SSO Stock Holding History

Commonwealth Equity Services’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 		$239K Buy
+3,448
New +$239K ﹤0.01% 3933
2026
Q1 		– Sell
-4,814
Closed -$279K – 4443
2025
Q4 		$279K Sell
4,814
-1,114
-19% -$63.7K ﹤0.01% 3708
2025
Q3 		$332K Buy
5,928
+10
+0.2% +$522 ﹤0.01% 3537
2025
Q2 		$289K Sell
5,918
-214
-3% -$9.04K ﹤0.01% 3618
2025
Q1 		$254K Sell
6,132
-3,514
-36% -$162K ﹤0.01% 3639
2024
Q4 		$446K Buy
9,646
+630
+7% +$29.7K ﹤0.01% 3049
2024
Q3 		$407K Buy
9,016
+2,520
+39% +$106K ﹤0.01% 3076
2024
Q2 		$268K Buy
6,496
+1,078
+20% +$41.5K ﹤0.01% 3399
2024
Q1 		$210K Buy
+5,418
New +$192K ﹤0.01% 3582
2022
Q1 		– Sell
-14,876
Closed -$544K – 3792
2021
Q4 		$544K Buy
+14,876
New +$509K ﹤0.01% 2462
2020
Q1 		– Sell
-11,208
Closed -$211K – 2952
2019
Q4 		$211K Sell
11,208
-4,896
-30% -$84.3K ﹤0.01% 2581
2019
Q3 		$258K Buy
16,104
+32
+0.2% +$509 ﹤0.01% 2366
2019
Q2 		$253K Buy
16,072
+2,384
+17% +$36.2K ﹤0.01% 2334
2019
Q1 		$201K Buy
+13,688
New +$186K ﹤0.01% 2462
2018
Q4 		– Sell
-26,064
Closed -$415K – 2802
2018
Q3 		$415K Buy
26,064
+6,256
+32% +$95.5K ﹤0.01% 1916
2018
Q2 		$276K Buy
19,808
+1,888
+11% +$26K ﹤0.01% 2193
2018
Q1 		$236K Sell
17,920
-5,960
-25% -$84.7K ﹤0.01% 2268
2017
Q4 		$327K Buy
+23,880
New +$309K ﹤0.01% 1987

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
TTP Investments
TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's SSO Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2026: 3,448 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #3933 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in SSO as recently as Q4 2025.

Commonwealth Equity Services first reported a position in SSO in Q4 2017 and has held it in 18 quarters since. The position peaked at $544K in Q4 2021. 194 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Commonwealth Equity Services held 3,448 shares of ProShares Ultra S&P500 worth $239K as of Q3 2026.
  • ProShares Ultra S&P500 was a new Commonwealth Equity Services position in Q3 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3933 holding.
  • Commonwealth Equity Services first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 18 quarters since.
  • Commonwealth Equity Services's ProShares Ultra S&P500 position peaked at $544K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.