Howard Capital Management
SSO icon

Howard Capital Management’s ProShares Ultra S&P500 SSO Stock Holding History

Howard Capital Management’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 		$886M Buy
12,781,294
+610,680
+5% +$42.3M 10.72% 1
2026
Q2 		$820M Buy
+12,170,614
New +$779M 9.76% 2
2026
Q1 		– Sell
-13,775,520
Closed -$798M – 409
2025
Q4 		$798M Hold
13,775,520
– – 10.33% 2
2025
Q3 		$772M Sell
13,775,520
-143,860
-1% -$7.51M 10.21% 2
2025
Q2 		$682M Buy
+13,919,380
New +$588M 10.2% 2
2025
Q1 		– Sell
-3,709,600
Closed -$172M – 410
2024
Q4 		$172M Hold
3,709,600
– – 2.66% 13
2024
Q3 		$167M Buy
+3,709,600
New +$156M 2.75% 13
2022
Q3 		– Sell
-17,726
Closed -$398K – 32
2022
Q2 		$398K Sell
17,726
-72,242
-80% -$1.94M 0.11% 23
2022
Q1 		$2.96M Buy
89,968
+6,312
+8% +$202K 0.68% 10
2021
Q4 		$3.04M Buy
83,656
+7,896
+10% +$270K 0.38% 20
2021
Q3 		$2.3M Sell
75,760
-395,628
-84% -$12.5M 0.34% 22
2021
Q2 		$13.1M Buy
+471,388
New +$13.3M 2.48% 9
2020
Q1 		– Sell
-149,104
Closed -$2.92M – 44
2019
Q4 		$2.92M Sell
149,104
-11,848
-7% -$204K 1.01% 11
2019
Q3 		$2.54M Sell
160,952
-5,872
-4% -$93.4K 1.07% 9
2019
Q2 		$2.76M Buy
+166,824
New +$2.54M 1.23% 11
2018
Q4 		– Sell
-3,298,256
Closed -$52.6M – 58
2018
Q3 		$52.6M Buy
3,298,256
+378,336
+13% +$5.77M 5.08% 4
2018
Q2 		$43M Buy
2,919,920
+872,088
+43% +$12M 4.71% 4
2018
Q1 		$27M Buy
2,047,832
+270,600
+15% +$3.85M 3.41% 4
2017
Q4 		$24.3M Buy
+1,777,232
New +$23M 3.88% 4

Other funds holding SSO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Howard Capital Management's SSO Position: Q3 2026 in Review

Howard Capital Management increased its ProShares Ultra S&P500 (SSO) stake by 5% in Q3 2026, buying an estimated $42.3M and bringing the position to 12,781,294 shares worth $886M. The position accounts for 10.72% of the portfolio, ranked #1.

Howard Capital Management first reported a position in SSO in Q4 2017 and has held it in 19 quarters since. 86 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Howard Capital Management held 12,781,294 shares of ProShares Ultra S&P500 worth $886M as of Q3 2026.
  • Howard Capital Management bought 610,680 ProShares Ultra S&P500 shares in Q3 2026, an estimated $42.3M.
  • ProShares Ultra S&P500 made up 10.72% of Howard Capital Management's portfolio in Q3 2026, its #1 holding.
  • Howard Capital Management first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 19 quarters since.
  • 86 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.