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BOLTON SECURITIES CORPORATION’s ProShares Ultra S&P500 SSO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$70.9K Hold
1,022
– – ﹤0.01% 1222
2026
Q2 		$68.9K Buy
+1,022
New +$65.4K ﹤0.01% 1228

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
TTP Investments
TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SSO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 1,022 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

BOLTON SECURITIES CORPORATION first reported a position in SSO in Q2 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,022 shares of ProShares Ultra S&P500 worth $70.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1222 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in ProShares Ultra S&P500 in Q2 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.