MAM
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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
Q3 		$231K Sell
3,336
-69,560
-95% -$4.81M 0.04% 222
2026
Q2 		$4.91M Buy
72,896
+68,426
+1,531% +$4.38M 0.77% 39
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

TCI
Turner Capital Investments Austin, Texas $118M AUM
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Milestone Asset Management's SSO Position: Q3 2026 in Review

Milestone Asset Management reduced its ProShares Ultra S&P500 (SSO) stake by 95% in Q3 2026, selling an estimated $4.81M and leaving 3,336 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #222.

Milestone Asset Management first reported a position in SSO in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.74M in Q4 2022. 32 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

  • Milestone Asset Management held 3,336 shares of ProShares Ultra S&P500 worth $231K as of Q3 2026.
  • Milestone Asset Management sold 69,560 ProShares Ultra S&P500 shares in Q3 2026, an estimated $4.81M.
  • ProShares Ultra S&P500 made up 0.04% of Milestone Asset Management's portfolio in Q3 2026, its #222 holding.
  • Milestone Asset Management first reported a position in ProShares Ultra S&P500 in Q4 2022 and has held it in 16 quarters since.
  • Milestone Asset Management's ProShares Ultra S&P500 position peaked at $9.74M in Q4 2022.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.