Eastern Bank’s ProShares Ultra S&P500 SSO Stock Holding History

Eastern Bank’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	$603K	Hold	8,704	–	–	0.01%	261
2026 Q2	$586K	Buy	8,704 +830	+11%	+$53.1K	0.01%	268
2026 Q1	$409K	Hold	7,874	–	–	0.01%	296
2025 Q4	$456K	Hold	7,874	–	–	0.01%	269
2025 Q3	$441K	Hold	7,874	–	–	0.01%	263
2025 Q2	$385K	Hold	7,874	–	–	0.01%	286
2025 Q1	$326K	Buy	7,874 +3,964	+101%	+$183K	0.01%	302
2024 Q4	$181K	Buy	3,910 +2,112	+117%	+$99.5K	﹤0.01%	374
2024 Q3	$81.1K	Buy	+1,798	New	+$75.8K	﹤0.01%	494

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Eastern Bank's SSO Position: Q3 2026 in Review

Eastern Bank held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 8,704 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #261.

Eastern Bank first reported a position in SSO in Q3 2024 and has held it in 9 quarters since. 71 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Eastern Bank held 8,704 shares of ProShares Ultra S&P500 worth $603K as of Q3 2026.
Eastern Bank left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
ProShares Ultra S&P500 made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #261 holding.
Eastern Bank first reported a position in ProShares Ultra S&P500 in Q3 2024 and has held it in 9 quarters since.
71 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.