HFO
MSOX icon

Heritage Family Offices’s AdvisorShares MSOS 2X Daily ETF MSOX Stock Holding History

Heritage Family Offices’s Portfolio MSOX Stock Details MSOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Hold
33,100
– – 0.04% 227
2026
Q1 		$71.2K Buy
+33,100
New +$106K 0.03% 195

Other funds holding MSOX

RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Heritage Family Offices's MSOX Position: Q2 2026 in Review

Heritage Family Offices held its AdvisorShares MSOS 2X Daily ETF (MSOX) position steady in Q2 2026 at 33,100 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #227.

Heritage Family Offices first reported a position in MSOX in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold MSOX as of Q2 2026.

  • Heritage Family Offices held 33,100 shares of AdvisorShares MSOS 2X Daily ETF worth $111K as of Q2 2026.
  • Heritage Family Offices left its AdvisorShares MSOS 2X Daily ETF share count unchanged in Q2 2026.
  • AdvisorShares MSOS 2X Daily ETF made up 0.04% of Heritage Family Offices's portfolio in Q2 2026, its #227 holding.
  • Heritage Family Offices first reported a position in AdvisorShares MSOS 2X Daily ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held AdvisorShares MSOS 2X Daily ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.