AG
SSO icon

Ascent Group’s ProShares Ultra S&P500 SSO Stock Holding History

Ascent Group’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 		$8.55M Sell
164,783
-10,473
-6% -$599K 0.3% 76
2025
Q4 		$10.2M Buy
175,256
+5,904
+3% +$338K 0.35% 61
2025
Q3 		$9.49M Buy
+169,352
New +$8.84M 0.34% 64
2024
Q3 		– Sell
-167,220
Closed -$6.91M – 544
2024
Q2 		$6.91M Buy
167,220
+11,944
+8% +$459K 0.56% 35
2024
Q1 		$6.02M Buy
155,276
+146,172
+1,606% +$5.17M 0.53% 38
2023
Q4 		$326K Buy
+9,104
New +$262K 0.03% 407
2023
Q3 		– Sell
-30,590
Closed -$905K – 496
2023
Q2 		$905K Buy
+30,590
New +$801K 0.1% 247

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 $2.93B AUM 26.08% 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 $564B 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 $8.75B AUM 16.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return