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 Q3	$1.48M	Sell	21,310 -130	-0.6%	-$8.99K	0.11%	112
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

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

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

TTP Investments San Jose, California $252M AUM 61.08% 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

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Galvin Gaustad & Stein's SSO Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its ProShares Ultra S&P500 (SSO) stake by 0.61% in Q3 2026, selling an estimated $8.99K and leaving 21,310 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #112.

Galvin Gaustad & Stein first reported a position in SSO in Q3 2023 and has held it in 13 quarters since. 113 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Galvin Gaustad & Stein held 21,310 shares of ProShares Ultra S&P500 worth $1.48M as of Q3 2026.
Galvin Gaustad & Stein sold 130 ProShares Ultra S&P500 shares in Q3 2026, an estimated $8.99K.
ProShares Ultra S&P500 made up 0.11% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #112 holding.
Galvin Gaustad & Stein first reported a position in ProShares Ultra S&P500 in Q3 2023 and has held it in 13 quarters since.
113 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.