EWA
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EverSource Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

EverSource Wealth Advisors’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 		$206K Buy
3,972
+377
+10% +$21.5K 0.01% 1037
2025
Q4 		$208K Buy
3,595
+393
+12% +$22.5K 0.01% 927
2025
Q3 		$180K Buy
3,202
+26
+0.8% +$1.36K 0.01% 964
2025
Q2 		$155K Buy
3,176
+62
+2% +$2.62K 0.01% 978
2025
Q1 		$129K Sell
3,114
-2,536
-45% -$117K 0.01% 819
2024
Q4 		$261K Buy
5,650
+4,196
+289% +$198K 0.01% 549
2024
Q3 		$65.6K Buy
1,454
+1,412
+3,362% +$59.5K ﹤0.01% 952
2024
Q2 		$1.76K Buy
+42
New +$1.61K ﹤0.01% 2591

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 $240M AUM 44.67% 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