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

Evermay 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 Q3	$111K	Hold	1,600	–	–	0.01%	268
2026 Q2	$108K	Hold	1,600	–	–	0.01%	259
2026 Q1	$83K	Hold	1,600	–	–	0.01%	273
2025 Q4	$92.7K	Hold	1,600	–	–	0.01%	268
2025 Q3	$89.7K	Hold	1,600	–	–	0.01%	277
2025 Q2	$78.2K	Hold	1,600	–	–	0.01%	291
2025 Q1	$66.2K	Hold	1,600	–	–	0.01%	301
2024 Q4	$74K	Hold	1,600	–	–	0.01%	286
2024 Q3	$72.1K	Hold	1,600	–	–	0.01%	302
2024 Q2	$66.1K	Hold	1,600	–	–	0.01%	318
2024 Q1	$62K	Hold	1,600	–	–	0.01%	334
2023 Q4	$52.1K	Hold	1,600	–	–	0.01%	324
2023 Q3	$42.7K	Hold	1,600	–	–	0.01%	319
2023 Q2	$46.5K	Hold	1,600	–	–	0.01%	315
2023 Q1	$40.2K	Hold	1,600	–	–	0.01%	320
2022 Q4	$35.6K	Hold	1,600	–	–	0.01%	322
2022 Q3	$32K	Hold	1,600	–	–	0.01%	313
2022 Q2	$36K	Hold	1,600	–	–	0.01%	302
2022 Q1	$52K	Hold	1,600	–	–	0.01%	299
2021 Q4	$59K	Hold	1,600	–	–	0.01%	260
2021 Q3	$48K	Hold	1,600	–	–	0.01%	270
2021 Q2	$48K	Buy	+1,600	New	+$45.3K	0.01%	292

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Evermay Wealth Management's SSO Position: Q3 2026 in Review

Evermay Wealth Management held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 1,600 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #268.

Evermay Wealth Management first reported a position in SSO in Q2 2021 and has held it in 22 quarters since. 179 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Evermay Wealth Management held 1,600 shares of ProShares Ultra S&P500 worth $111K as of Q3 2026.
Evermay Wealth Management left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
ProShares Ultra S&P500 made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #268 holding.
Evermay Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2021 and has held it in 22 quarters since.
179 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.