AE Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

AE Wealth 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 Q1	$207K	Sell	3,999 -213	-5%	-$12.2K	﹤0.01%	1582
2025 Q4	$244K	Buy	+4,212	New	+$241K	﹤0.01%	1420
2022 Q2	–	Sell	-20,990	Closed	-$689K	–	1834
2022 Q1	$689K	Sell	20,990 -90,222	-81%	-$2.89M	﹤0.01%	1072
2021 Q4	$4.07M	Buy	111,212 +10,264	+10%	+$351K	0.03%	475
2021 Q3	$3.02M	Buy	+100,948	New	+$3.19M	0.02%	509
2021 Q2	–	Sell	-101,664	Closed	-$2.6M	–	1672
2021 Q1	$2.6M	Buy	+101,664	New	+$2.46M	0.03%	498
2019 Q4	–	Sell	-18,216	Closed	-$292K	–	1173
2019 Q3	$292K	Buy	+18,216	New	+$290K	0.01%	793
2017 Q3	–	Sell	-190,584	Closed	-$2.13M	–	416
2017 Q2	$2.13M	Buy	+190,584	New	+$2.09M	0.25%	72

Other funds holding SSO

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return