CFS
SSO icon

CRA Financial Services’s ProShares Ultra S&P500 SSO Stock Holding History

CRA Financial 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
Q2 		$730K Buy
10,830
+2
+0% +$128 0.08% 164
2026
Q1 		$562K Buy
10,828
+1,313
+14% +$75K 0.07% 168
2025
Q4 		$551K Buy
9,515
+117
+1% +$6.7K 0.07% 168
2025
Q3 		$527K Buy
9,398
+40
+0.4% +$2.09K 0.07% 161
2025
Q2 		$457K Buy
9,358
+740
+9% +$31.3K 0.07% 172
2025
Q1 		$357K Sell
8,618
-44
-0.5% -$2.03K 0.06% 184
2024
Q4 		$401K Sell
8,662
-444
-5% -$20.9K 0.07% 166
2024
Q3 		$411K Buy
9,106
+20
+0.2% +$843 0.08% 155
2024
Q2 		$375K Sell
9,086
-1,104
-11% -$42.5K 0.08% 154
2024
Q1 		$395K Buy
10,190
+46
+0.5% +$1.63K 0.09% 144
2023
Q4 		$330K Sell
10,144
-428
-4% -$12.3K 0.08% 149
2023
Q3 		$282K Buy
10,572
+450
+4% +$13.1K 0.08% 155
2023
Q2 		$294K Buy
10,122
+388
+4% +$10.2K 0.08% 151
2023
Q1 		$244K Sell
9,734
-48
-0.5% -$1.15K 0.07% 172
2022
Q4 		$217K Buy
+9,782
New +$222K 0.07% 182
2022
Q2 		– Sell
-8,496
Closed -$279K – 217
2022
Q1 		$279K Buy
8,496
+460
+6% +$14.7K 0.08% 160
2021
Q4 		$294K Buy
8,036
+420
+6% +$14.4K 0.09% 159
2021
Q3 		$228K Sell
7,616
-64
-0.8% -$2.02K 0.08% 176
2021
Q2 		$229K Sell
7,680
-920
-11% -$26K 0.08% 167
2021
Q1 		$220K Sell
8,600
-324
-4% -$7.84K 0.09% 160
2020
Q4 		$204K Buy
+8,924
New +$183K 0.09% 151

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
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
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

CRA Financial Services's SSO Position: Q2 2026 in Review

CRA Financial Services increased its ProShares Ultra S&P500 (SSO) stake by 0.02% in Q2 2026, buying an estimated $128 and bringing the position to 10,830 shares worth $730K. The position accounts for 0.08% of the portfolio, ranked #164.

CRA Financial Services first reported a position in SSO in Q4 2020 and has held it in 21 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • CRA Financial Services held 10,830 shares of ProShares Ultra S&P500 worth $730K as of Q2 2026.
  • CRA Financial Services bought 2 ProShares Ultra S&P500 shares in Q2 2026, an estimated $128.
  • ProShares Ultra S&P500 made up 0.08% of CRA Financial Services's portfolio in Q2 2026, its #164 holding.
  • CRA Financial Services first reported a position in ProShares Ultra S&P500 in Q4 2020 and has held it in 21 quarters since.
  • 241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.