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AmeriServ Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

AmeriServ Wealth Advisors’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
-16,373
Closed -$948K – 62
2025
Q4 		$948K Sell
16,373
-881
-5% -$50.4K 0.55% 23
2025
Q3 		$967K Buy
17,254
+46
+0.3% +$2.4K 0.49% 24
2025
Q2 		$841K Sell
17,208
-9,768
-36% -$413K 0.42% 29
2025
Q1 		$1.12M Sell
26,976
-782
-3% -$36.1K 0.65% 23
2024
Q4 		$1.28M Buy
+27,758
New +$1.31M 0.69% 22
2023
Q3 		$474K Buy
17,752
+9,476
+114% +$275K 0.88% 24
2023
Q2 		$241K Buy
+8,276
New +$217K 0.46% 35
2022
Q2 		– Sell
-886,912
Closed -$29.1M – 69
2022
Q1 		$29.1M Sell
886,912
-12,228
-1% -$391K 21.24% 1
2021
Q4 		$32.9M Sell
899,140
-8,476
-0.9% -$290K 22.58% 1
2021
Q3 		$27.2M Buy
907,616
+71,248
+9% +$2.25M 20.95% 1
2021
Q2 		$25M Buy
836,368
+403,196
+93% +$11.4M 19.43% 1
2021
Q1 		$11.1M Buy
+433,172
New +$10.5M 9.5% 2
2019
Q3 		$18.4M Buy
1,146,232
+482,608
+73% +$7.67M 25.03% 1
2019
Q2 		$10.5M Buy
663,624
+547,600
+472% +$8.32M 13.64% 2
2019
Q1 		$1.71M Buy
+116,024
New +$1.58M 3.57% 6
2018
Q4 		– Sell
-1,019,928
Closed -$16.3M – 77
2018
Q3 		$16.3M Buy
1,019,928
+139,064
+16% +$2.12M 20.3% 1
2018
Q2 		$12.3M Sell
880,864
-104,536
-11% -$1.44M 16.46% 1
2018
Q1 		$13M Buy
985,400
+73,048
+8% +$1.04M 14.69% 1
2017
Q4 		$12.2M Buy
+912,352
New +$11.8M 11.79% 2
2017
Q1 		$7.25M Buy
683,584
+145,128
+27% +$1.49M 9.48% 2
2016
Q4 		$5.13M Buy
+538,456
New +$4.87M 5.99% 3

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 $1.1B AUM 30.57% 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 $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $94.2B AUM 21.24% 1-Year Est. Return

AmeriServ Wealth Advisors's SSO Position: Q1 2026 in Review

AmeriServ Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 16,373 shares — an estimated $948K sold.

AmeriServ Wealth Advisors first reported a position in SSO in Q4 2016 and held it in 21 quarters. The position peaked at $32.9M in Q4 2021. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • AmeriServ Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 16,373 ProShares Ultra S&P500 shares in Q1 2026, an estimated $948K.
  • AmeriServ Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q4 2016 and held it in 21 quarters.
  • AmeriServ Wealth Advisors's ProShares Ultra S&P500 position peaked at $32.9M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.