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Galvin Gaustad & Stein’s ProShares Ultra S&P500 SSO Stock Holding History

Galvin Gaustad & Stein’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 		$1.44M Buy
21,440
+7,450
+53% +$477K 0.11% 118
2026
Q1 		$726K Hold
13,990
– – 0.06% 146
2025
Q4 		$810K Hold
13,990
– – 0.06% 138
2025
Q3 		$784K Sell
13,990
-1,900
-12% -$99.1K 0.06% 121
2025
Q2 		$776K Hold
15,890
– – 0.07% 112
2025
Q1 		$658K Buy
15,890
+3,350
+27% +$155K 0.06% 115
2024
Q4 		$580K Sell
12,540
-1,260
-9% -$59.3K 0.05% 125
2024
Q3 		$622K Hold
13,800
– – 0.06% 116
2024
Q2 		$570K Buy
13,800
+610
+5% +$23.5K 0.05% 120
2024
Q1 		$511K Sell
13,190
-1,300
-9% -$46K 0.05% 127
2023
Q4 		$471K Sell
14,490
-5,100
-26% -$147K 0.04% 129
2023
Q3 		$523K Buy
+19,590
New +$569K 0.05% 117

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

Galvin Gaustad & Stein's SSO Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its ProShares Ultra S&P500 (SSO) stake by 53% in Q2 2026, buying an estimated $477K and bringing the position to 21,440 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #118.

Galvin Gaustad & Stein first reported a position in SSO in Q3 2023 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Galvin Gaustad & Stein held 21,440 shares of ProShares Ultra S&P500 worth $1.44M as of Q2 2026.
  • Galvin Gaustad & Stein bought 7,450 ProShares Ultra S&P500 shares in Q2 2026, an estimated $477K.
  • ProShares Ultra S&P500 made up 0.11% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #118 holding.
  • Galvin Gaustad & Stein first reported a position in ProShares Ultra S&P500 in Q3 2023 and has held it in 12 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.