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

MAI 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 		$1.05M Sell
15,643
-787
-5% -$50.4K ﹤0.01% 944
2026
Q1 		$852K Sell
16,430
-160
-1% -$9.14K ﹤0.01% 831
2025
Q4 		$961K Sell
16,590
-20
-0.1% -$1.14K 0.01% 750
2025
Q3 		$931K Sell
16,610
-230
-1% -$12K 0.01% 727
2025
Q2 		$823K Sell
16,840
-30
-0.2% -$1.27K 0.01% 702
2025
Q1 		$698K Hold
16,870
– – 0.01% 722
2024
Q4 		$780K Buy
16,870
+560
+3% +$26.4K 0.01% 713
2024
Q3 		$735K Hold
16,310
– – 0.01% 644
2024
Q2 		$674K Sell
16,310
-80
-0.5% -$3.08K 0.01% 711
2024
Q1 		$635K Buy
16,390
+40
+0.2% +$1.42K 0.01% 717
2023
Q4 		$532K Sell
16,350
-70
-0.4% -$2.01K 0.01% 677
2023
Q3 		$438K Sell
16,420
-100
-0.6% -$2.9K 0.01% 684
2023
Q2 		$480K Sell
16,520
-100
-0.6% -$2.62K 0.01% 658
2023
Q1 		$417K Hold
16,620
– – 0.01% 694
2022
Q4 		$369K Buy
+16,620
New +$377K 0.01% 703
2022
Q2 		– Sell
-8,480
Closed -$278K – 962
2022
Q1 		$278K Hold
8,480
– – ﹤0.01% 706
2021
Q4 		$310K Hold
8,480
– – 0.01% 697
2021
Q3 		$254K Sell
8,480
-8,108
-49% -$256K ﹤0.01% 665
2021
Q2 		$495K Hold
16,588
– – 0.01% 494
2021
Q1 		$424K Hold
16,588
– – 0.01% 505
2020
Q4 		$379K Buy
+16,588
New +$341K 0.01% 501

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

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

MAI Capital Management reduced its ProShares Ultra S&P500 (SSO) stake by 4.8% in Q2 2026, selling an estimated $50.4K and leaving 15,643 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #944.

MAI Capital Management first reported a position in SSO in Q4 2020 and has held it in 21 quarters since. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • MAI Capital Management held 15,643 shares of ProShares Ultra S&P500 worth $1.05M as of Q2 2026.
  • MAI Capital Management sold 787 ProShares Ultra S&P500 shares in Q2 2026, an estimated $50.4K.
  • ProShares Ultra S&P500 made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #944 holding.
  • MAI Capital Management first reported a position in ProShares Ultra S&P500 in Q4 2020 and has held it in 21 quarters since.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.