Harbour Investments’s ProShares Ultra S&P500 SSO Stock Holding History

Harbour Investments’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	$5.64M	Buy	83,755 +155	+0.2%	+$9.92K	0.08%	245
2026 Q1	$4.34M	Buy	+83,600	New	+$4.78M	0.07%	271
2023 Q2	–	Sell	-400	Closed	-$10K	–	3116
2023 Q1	$10K	Hold	400	–	–	﹤0.01%	2014
2022 Q4	$8.89K	Buy	+400	New	+$9.07K	﹤0.01%	2001
2021 Q4	$18K	Sell	480 -69,600	-99%	-$2.38M	﹤0.01%	1721
2021 Q3	$2.1M	Hold	70,080	–	–	0.07%	269
2021 Q2	$2.09M	Sell	70,080 -400	-0.6%	-$11.3K	0.07%	269
2021 Q1	$1.8M	Buy	+70,480	New	+$1.71M	0.06%	273

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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 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

Harbour Investments's SSO Position: Q2 2026 in Review

Harbour Investments increased its ProShares Ultra S&P500 (SSO) stake by 0.19% in Q2 2026, buying an estimated $9.92K and bringing the position to 83,755 shares worth $5.64M. The position accounts for 0.08% of the portfolio, ranked #245.

Harbour Investments first reported a position in SSO in Q1 2021 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Harbour Investments held 83,755 shares of ProShares Ultra S&P500 worth $5.64M as of Q2 2026.
Harbour Investments bought 155 ProShares Ultra S&P500 shares in Q2 2026, an estimated $9.92K.
ProShares Ultra S&P500 made up 0.08% of Harbour Investments's portfolio in Q2 2026, its #245 holding.
Harbour Investments first reported a position in ProShares Ultra S&P500 in Q1 2021 and has held it in 8 quarters since.
239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.