Harbour Investments’s ProShares Ultra S&P500 SSO Stock Holding History

Harbour Investments’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	$4.34M	Buy	+83,600	New	+$4.78M	0.07%	271
2023 Q2	–	Sell	-400	Closed	-$10K	–	3118
2023 Q1	$10K	Hold	400	–	–	﹤0.01%	2014
2022 Q4	$8.89K	Buy	+400	New	+$9.07K	﹤0.01%	2001
2021 Q4	$18K	Sell	480 -69,600	-99%	-$2.38M	﹤0.01%	1721
2021 Q3	$2.1M	Hold	70,080	–	–	0.07%	269
2021 Q2	$2.09M	Sell	70,080 -400	-0.6%	-$11.3K	0.07%	269
2021 Q1	$1.8M	Buy	+70,480	New	+$1.71M	0.06%	273

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