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 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

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return