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 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

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

Sage Mountain Advisors's SSO Position: Q2 2026 in Review

Sage Mountain Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 10,904 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #118.

Sage Mountain Advisors first reported a position in SSO in Q1 2023 and has held it in 14 quarters since. 241 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

Sage Mountain Advisors held 10,904 shares of ProShares Ultra S&P500 worth $735K as of Q2 2026.
Sage Mountain Advisors left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
ProShares Ultra S&P500 made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #118 holding.
Sage Mountain Advisors first reported a position in ProShares Ultra S&P500 in Q1 2023 and has held it in 14 quarters since.
241 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.