IC
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IEQ Capital’s ProShares Ultra S&P500 SSO Stock Holding History

IEQ Capital’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 		– Sell
-5,636
Closed -$292K – 2173
2026
Q1 		$292K Sell
5,636
-4,019
-42% -$230K ﹤0.01% 1522
2025
Q4 		$559K Buy
9,655
+19
+0.2% +$1.09K ﹤0.01% 1279
2025
Q3 		$540K Sell
9,636
-8,412
-47% -$439K ﹤0.01% 1257
2025
Q2 		$882K Buy
18,048
+8,448
+88% +$357K 0.01% 897
2025
Q1 		$397K Buy
+9,600
New +$443K ﹤0.01% 1075
2022
Q4 		– Sell
-51,416
Closed -$1.02M – 883
2022
Q3 		$1.02M Hold
51,416
– – 0.03% 361
2022
Q2 		$1.15M Hold
51,416
– – 0.04% 285
2022
Q1 		$1.69M Hold
51,416
– – 0.04% 235
2021
Q4 		$1.88M Hold
51,416
– – 0.04% 209
2021
Q3 		$1.54M Hold
51,416
– – 0.04% 225
2021
Q2 		$1.53M Sell
51,416
-58,968
-53% -$1.67M 0.05% 198
2021
Q1 		$2.82M Sell
110,384
-123,476
-53% -$2.99M 0.12% 107
2020
Q4 		$5.34M Buy
+233,860
New +$4.8M 0.24% 74

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

IEQ Capital's SSO Position: Q2 2026 in Review

IEQ Capital sold out of ProShares Ultra S&P500 (SSO) in Q2 2026, closing a stake of 5,636 shares — an estimated $292K sold.

IEQ Capital first reported a position in SSO in Q4 2020 and held it in 13 quarters. The position peaked at $5.34M in Q4 2020. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • IEQ Capital reported no remaining ProShares Ultra S&P500 position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 5,636 ProShares Ultra S&P500 shares in Q2 2026, an estimated $292K.
  • IEQ Capital first reported a position in ProShares Ultra S&P500 in Q4 2020 and held it in 13 quarters.
  • IEQ Capital's ProShares Ultra S&P500 position peaked at $5.34M in Q4 2020.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.