Sage Mountain Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Sage Mountain Advisors’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	$756K	Hold	10,904	–	–	0.04%	119
2026 Q2	$735K	Hold	10,904	–	–	0.05%	118
2026 Q1	$566K	Hold	10,904	–	–	0.04%	128
2025 Q4	$632K	Hold	10,904	–	–	0.03%	239
2025 Q3	$611K	Hold	10,904	–	–	0.04%	228
2025 Q2	$533K	Hold	10,904	–	–	0.03%	231
2025 Q1	$451K	Hold	10,904	–	–	0.03%	238
2024 Q4	$504K	Hold	10,904	–	–	0.04%	211
2024 Q3	$492K	Hold	10,904	–	–	0.04%	203
2024 Q2	$450K	Hold	10,904	–	–	0.04%	188
2024 Q1	$423K	Hold	10,904	–	–	0.04%	184
2023 Q4	$355K	Hold	10,904	–	–	0.04%	176
2023 Q3	$291K	Hold	10,904	–	–	0.04%	188
2023 Q2	$317K	Hold	10,904	–	–	0.05%	171
2023 Q1	$274K	Buy	+10,904	New	+$261K	0.04%	179

Other funds holding SSO

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

TTP Investments San Jose, California $252M AUM 61.08% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Sage Mountain Advisors's SSO Position: Q3 2026 in Review

Sage Mountain Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q3 2026 at 10,904 shares worth $756K. The position accounts for 0.04% of the portfolio, ranked #119.

Sage Mountain Advisors first reported a position in SSO in Q1 2023 and has held it in 15 quarters since. 179 funds tracked by Wall St. Rank hold SSO as of Q3 2026.

Sage Mountain Advisors held 10,904 shares of ProShares Ultra S&P500 worth $756K as of Q3 2026.
Sage Mountain Advisors left its ProShares Ultra S&P500 share count unchanged in Q3 2026.
ProShares Ultra S&P500 made up 0.04% of Sage Mountain Advisors's portfolio in Q3 2026, its #119 holding.
Sage Mountain Advisors first reported a position in ProShares Ultra S&P500 in Q1 2023 and has held it in 15 quarters since.
179 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.