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

Morse 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	$216K	Hold	3,200	–	–	0.04%	159
2026 Q1	$166K	Sell	3,200 -30	-0.9%	-$1.71K	0.03%	159
2025 Q4	$187K	Sell	3,230 -10	-0.3%	-$572	0.04%	153
2025 Q3	$182K	Hold	3,240	–	–	0.04%	155
2025 Q2	$158K	Hold	3,240	–	–	0.03%	162
2025 Q1	$134K	Buy	3,240 +22	+0.7%	+$1.01K	0.03%	157
2024 Q4	$149K	Hold	3,218	–	–	0.03%	163
2024 Q3	$145K	Buy	+3,218	New	+$136K	0.03%	188
2019 Q1	–	Sell	-21,200	Closed	-$246K	–	134
2018 Q4	$246K	Buy	+21,200	New	+$289K	0.09%	106

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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 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

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

Morse Asset Management held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 3,200 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #159.

Morse Asset Management first reported a position in SSO in Q4 2018 and has held it in 9 quarters since. The position peaked at $246K in Q4 2018. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Morse Asset Management held 3,200 shares of ProShares Ultra S&P500 worth $216K as of Q2 2026.
Morse Asset Management left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.04% of Morse Asset Management's portfolio in Q2 2026, its #159 holding.
Morse Asset Management first reported a position in ProShares Ultra S&P500 in Q4 2018 and has held it in 9 quarters since.
Morse Asset Management's ProShares Ultra S&P500 position peaked at $246K in Q4 2018.
240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.