Anchor Investment Management’s ProShares Ultra S&P500 SSO Stock Holding History

Anchor Investment 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	–	Sell	-2,000	Closed	-$116K	–	1093
2025 Q4	$116K	Hold	2,000	–	–	0.01%	452
2025 Q3	$112K	Hold	2,000	–	–	0.01%	465
2025 Q2	$97.7K	Hold	2,000	–	–	0.01%	476
2025 Q1	$82.8K	Hold	2,000	–	–	0.01%	497
2024 Q4	$92.5K	Hold	2,000	–	–	0.01%	476
2024 Q3	$90.2K	Hold	2,000	–	–	0.01%	484
2024 Q2	$82.6K	Hold	2,000	–	–	0.01%	458
2024 Q1	$77.5K	Hold	2,000	–	–	0.01%	482
2023 Q4	$65.1K	Buy	+2,000	New	+$57.5K	0.01%	492

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 $3.31B AUM 38.78% 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 $9.96B AUM 23.61% 1-Year Est. Return

HighTower Advisors

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