Creative Planning
SSO icon

Creative Planning’s ProShares Ultra S&P500 SSO Stock Holding History

Creative Planning’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
2014
Q4 		– Sell
-48,000
Closed -$93K – 4327
2014
Q3 		$93K Buy
+48,000
New +$354K ﹤0.01% 1532

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

Creative Planning's SSO Position: Q2 2026 in Review

Creative Planning reduced its ProShares Ultra S&P500 (SSO) stake by 2.9% in Q2 2026, selling an estimated $114K and leaving 58,935 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Creative Planning first reported a position in SSO in Q2 2013 and has held it in 53 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Creative Planning held 58,935 shares of ProShares Ultra S&P500 worth $3.97M as of Q2 2026.
  • Creative Planning sold 1,783 ProShares Ultra S&P500 shares in Q2 2026, an estimated $114K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1579 holding.
  • Creative Planning first reported a position in ProShares Ultra S&P500 in Q2 2013 and has held it in 53 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.