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J. M. Brown & Associates’s ProShares Ultra S&P500 SSO Stock Holding History

J. M. Brown & Associates’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
Q3 		$7.62M Sell
109,880
-3,550
-3% -$246K 4.36% 2
2026
Q2 		$7.64M Buy
+113,430
New +$7.26M 4.37% 1

Other funds holding SSO

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
TTP Investments
TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Ridgepath Capital Management
Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

J. M. Brown & Associates's SSO Position: Q3 2026 in Review

J. M. Brown & Associates reduced its ProShares Ultra S&P500 (SSO) stake by 3.1% in Q3 2026, selling an estimated $246K and leaving 109,880 shares worth $7.62M. The position accounts for 4.36% of the portfolio, ranked #2.

J. M. Brown & Associates first reported a position in SSO in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.64M in Q2 2026. 247 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • J. M. Brown & Associates held 109,880 shares of ProShares Ultra S&P500 worth $7.62M as of Q3 2026.
  • J. M. Brown & Associates sold 3,550 ProShares Ultra S&P500 shares in Q3 2026, an estimated $246K.
  • ProShares Ultra S&P500 made up 4.36% of J. M. Brown & Associates's portfolio in Q3 2026, its #2 holding.
  • J. M. Brown & Associates first reported a position in ProShares Ultra S&P500 in Q2 2026 and has held it in 2 quarters since.
  • J. M. Brown & Associates's ProShares Ultra S&P500 position peaked at $7.64M in Q2 2026.
  • 247 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.