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
2020
Q2 		– Sell
-2,400
Closed -$2K – 2124
2020
Q1 		$2K Buy
+2,400
New +$40.6K ﹤0.01% 1828

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's SSO Position: Q1 2026 in Review

Creative Planning reduced its ProShares Ultra S&P500 (SSO) stake by 11% in Q1 2026, selling an estimated $408K and leaving 60,718 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Creative Planning first reported a position in SSO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.93M in Q4 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Creative Planning held 60,718 shares of ProShares Ultra S&P500 worth $3.15M as of Q1 2026.
  • Creative Planning sold 7,144 ProShares Ultra S&P500 shares in Q1 2026, an estimated $408K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1541 holding.
  • Creative Planning first reported a position in ProShares Ultra S&P500 in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's ProShares Ultra S&P500 position peaked at $3.93M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.