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
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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Milestone Asset Management's SSO Position: Q2 2026 in Review

Milestone Asset Management increased its ProShares Ultra S&P500 (SSO) stake by 1,531% in Q2 2026, buying an estimated $4.38M and bringing the position to 72,896 shares worth $4.91M. The position accounts for 0.77% of the portfolio, ranked #39.

Milestone Asset Management first reported a position in SSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.74M in Q4 2022. 239 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Milestone Asset Management held 72,896 shares of ProShares Ultra S&P500 worth $4.91M as of Q2 2026.
  • Milestone Asset Management bought 68,426 ProShares Ultra S&P500 shares in Q2 2026, an estimated $4.38M.
  • ProShares Ultra S&P500 made up 0.77% of Milestone Asset Management's portfolio in Q2 2026, its #39 holding.
  • Milestone Asset Management first reported a position in ProShares Ultra S&P500 in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's ProShares Ultra S&P500 position peaked at $9.74M in Q4 2022.
  • 239 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.