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 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

MSG

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

PRS

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

SWM

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

VCM

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

RCM

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

AMG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Sage Mountain Advisors's SSO Position: Q1 2026 in Review

Sage Mountain Advisors held its ProShares Ultra S&P500 (SSO) position steady in Q1 2026 at 10,904 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #128.

Sage Mountain Advisors first reported a position in SSO in Q1 2023 and has held it in 13 quarters since. The position peaked at $632K in Q4 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

Sage Mountain Advisors held 10,904 shares of ProShares Ultra S&P500 worth $566K as of Q1 2026.
Sage Mountain Advisors left its ProShares Ultra S&P500 share count unchanged in Q1 2026.
ProShares Ultra S&P500 made up 0.04% of Sage Mountain Advisors's portfolio in Q1 2026, its #128 holding.
Sage Mountain Advisors first reported a position in ProShares Ultra S&P500 in Q1 2023 and has held it in 13 quarters since.
Sage Mountain Advisors's ProShares Ultra S&P500 position peaked at $632K in Q4 2025.
213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.