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Stephens Inc’s ProShares Ultra S&P500 SSO Stock Holding History

Stephens Inc’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
Q1 		– Sell
-4,306
Closed -$249K – 1382
2025
Q4 		$249K Hold
4,306
– – ﹤0.01% 1109
2025
Q3 		$241K Hold
4,306
– – ﹤0.01% 1141
2025
Q2 		$210K Buy
+4,306
New +$182K ﹤0.01% 1155

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stephens Inc's SSO Position: Q1 2026 in Review

Stephens Inc sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 4,306 shares — an estimated $249K sold.

Stephens Inc first reported a position in SSO in Q2 2025 and held it in 3 quarters. The position peaked at $249K in Q4 2025. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Stephens Inc reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 4,306 ProShares Ultra S&P500 shares in Q1 2026, an estimated $249K.
  • Stephens Inc first reported a position in ProShares Ultra S&P500 in Q2 2025 and held it in 3 quarters.
  • Stephens Inc's ProShares Ultra S&P500 position peaked at $249K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.