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 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

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 $2.93B AUM 26.08% 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 $8.75B AUM 16.46% 1-Year Est. Return

HighTower Advisors

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