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

MSG

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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 $749M AUM 40.13% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Anchor Investment Management's SSO Position: Q1 2026 in Review

Anchor Investment Management sold out of ProShares Ultra S&P500 (SSO) in Q1 2026, closing a stake of 2,000 shares — an estimated $116K sold.

Anchor Investment Management first reported a position in SSO in Q4 2023 and held it in 9 quarters. The position peaked at $116K in Q4 2025. 214 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

Anchor Investment Management reported no remaining ProShares Ultra S&P500 position as of Q1 2026 after selling out during the quarter.
Anchor Investment Management sold 2,000 ProShares Ultra S&P500 shares in Q1 2026, an estimated $116K.
Anchor Investment Management first reported a position in ProShares Ultra S&P500 in Q4 2023 and held it in 9 quarters.
Anchor Investment Management's ProShares Ultra S&P500 position peaked at $116K in Q4 2025.
214 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.