MAM
SSO icon

Milestone Asset Management’s ProShares Ultra S&P500 SSO Stock Holding History

Milestone Asset Management’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 		$232K Sell
4,470
-795
-15% -$45.4K 0.04% 216
2025
Q4 		$305K Sell
5,265
-59,581
-92% -$3.41M 0.06% 182
2025
Q3 		$3.64M Buy
64,846
+59,266
+1,062% +$3.09M 0.69% 31
2025
Q2 		$273K Sell
5,580
-65,008
-92% -$2.75M 0.06% 182
2025
Q1 		$2.92M Sell
70,588
-22,392
-24% -$1.03M 0.62% 39
2024
Q4 		$4.3M Sell
92,980
-3,122
-3% -$147K 0.95% 29
2024
Q3 		$4.33M Sell
96,102
-30,332
-24% -$1.28M 0.97% 26
2024
Q2 		$5.22M Buy
126,434
+11,048
+10% +$425K 1.31% 13
2024
Q1 		$4.47M Sell
115,386
-65,756
-36% -$2.33M 1.28% 20
2023
Q4 		$5.89M Sell
181,142
-67,506
-27% -$1.94M 1.94% 9
2023
Q3 		$6.63M Sell
248,648
-36,286
-13% -$1.05M 2.32% 8
2023
Q2 		$8.28M Sell
284,934
-41,164
-13% -$1.08M 3.65% 6
2023
Q1 		$8.19M Sell
326,098
-75,408
-19% -$1.81M 4.68% 4
2022
Q4 		$9.74M Buy
+401,506
New +$9.11M 5.79% 5

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 $247M AUM 74.49% 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