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 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	$2.29M	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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Howard Capital Management's SSO Position: Q2 2026 in Review

Howard Capital Management opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 12,170,614 shares worth $820M. The stake represents 9.76% of the portfolio and ranks #2 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in SSO as recently as Q4 2025.

Howard Capital Management first reported a position in SSO in Q4 2017 and has held it in 18 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Howard Capital Management held 12,170,614 shares of ProShares Ultra S&P500 worth $820M as of Q2 2026.
ProShares Ultra S&P500 was a new Howard Capital Management position in Q2 2026.
ProShares Ultra S&P500 made up 9.76% of Howard Capital Management's portfolio in Q2 2026, its #2 holding.
Howard Capital Management first reported a position in ProShares Ultra S&P500 in Q4 2017 and has held it in 18 quarters since.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.