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 Q1	$71.2K	Buy	+33,100	New	+$106K	0.03%	195

Other funds holding MSOX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WCM

Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Heritage Family Offices's MSOX Position: Q1 2026 in Review

Heritage Family Offices opened a new position in AdvisorShares MSOS 2X Daily ETF (MSOX) in Q1 2026: 33,100 shares worth $71.2K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings.

18 funds tracked by Wall St. Rank hold MSOX as of Q1 2026.

Heritage Family Offices held 33,100 shares of AdvisorShares MSOS 2X Daily ETF worth $71.2K as of Q1 2026.
AdvisorShares MSOS 2X Daily ETF was a new Heritage Family Offices position in Q1 2026.
AdvisorShares MSOS 2X Daily ETF made up 0.03% of Heritage Family Offices's portfolio in Q1 2026, its #195 holding.
18 funds tracked by Wall St. Rank held AdvisorShares MSOS 2X Daily ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.