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 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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

MSG

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCM

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

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

AMG

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Evermay Wealth Management's SSO Position: Q2 2026 in Review

Evermay Wealth Management held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 1,600 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #259.

Evermay Wealth Management first reported a position in SSO in Q2 2021 and has held it in 21 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Evermay Wealth Management held 1,600 shares of ProShares Ultra S&P500 worth $108K as of Q2 2026.
Evermay Wealth Management left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #259 holding.
Evermay Wealth Management first reported a position in ProShares Ultra S&P500 in Q2 2021 and has held it in 21 quarters since.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.