Kovitz Investment Group Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Kovitz Investment Group Partners’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	$405K	Buy	+6,011	New	+$385K	0.01%	406
2025 Q4	–	Sell	-16,784	Closed	-$941K	–	1216
2025 Q3	$941K	Buy	16,784 +784	+5%	+$40.9K	﹤0.01%	859
2025 Q2	$782K	Hold	16,000	–	–	﹤0.01%	854
2025 Q1	$662K	Hold	16,000	–	–	﹤0.01%	840
2024 Q4	$740K	Buy	+16,000	New	+$753K	﹤0.01%	793

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 $210M AUM 50.85% 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

Kovitz Investment Group Partners's SSO Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 6,011 shares worth $405K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in SSO as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in SSO in Q4 2024 and has held it in 5 quarters since. The position peaked at $941K in Q3 2025. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Kovitz Investment Group Partners held 6,011 shares of ProShares Ultra S&P500 worth $405K as of Q2 2026.
ProShares Ultra S&P500 was a new Kovitz Investment Group Partners position in Q2 2026.
ProShares Ultra S&P500 made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #406 holding.
Kovitz Investment Group Partners first reported a position in ProShares Ultra S&P500 in Q4 2024 and has held it in 5 quarters since.
Kovitz Investment Group Partners's ProShares Ultra S&P500 position peaked at $941K in Q3 2025.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.