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Turner Capital Investments’s ProShares Ultra S&P500 SSO Stock Holding History

Turner Capital Investments’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
Q3 		$39.5M Buy
+569,585
New +$39.4M 33.58% 2
2026
Q1 		– Sell
-12,507
Closed -$795K – 5
2025
Q4 		$795K Buy
+12,507
New +$716K 0.9% 6

Other funds holding SSO

CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Turner Capital Investments's SSO Position: Q3 2026 in Review

Turner Capital Investments opened a new position in ProShares Ultra S&P500 (SSO) in Q3 2026: 569,585 shares worth $39.5M. The stake represents 33.58% of the portfolio and ranks #2 among its holdings. This is a return to the name: Turner Capital Investments previously reported a position in SSO as recently as Q4 2025.

Turner Capital Investments first reported a position in SSO in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Turner Capital Investments held 569,585 shares of ProShares Ultra S&P500 worth $39.5M as of Q3 2026.
  • ProShares Ultra S&P500 was a new Turner Capital Investments position in Q3 2026.
  • ProShares Ultra S&P500 made up 33.58% of Turner Capital Investments's portfolio in Q3 2026, its #2 holding.
  • Turner Capital Investments first reported a position in ProShares Ultra S&P500 in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Turner Capital Investments's 13F filing for Q3 2026, filed 9 Oct 2026.