SMC
SSO icon

Smith, Moore & Co’s ProShares Ultra S&P500 SSO Stock Holding History

Smith, Moore & Co’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 		$202K Hold
3,890
– – 0.01% 535
2025
Q4 		$225K Hold
3,890
– – 0.02% 484
2025
Q3 		$218K Buy
+3,890
New +$203K 0.02% 487

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Smith, Moore & Co's SSO Position: Q1 2026 in Review

Smith, Moore & Co held its ProShares Ultra S&P500 (SSO) position steady in Q1 2026 at 3,890 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #535.

Smith, Moore & Co first reported a position in SSO in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q4 2025. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Smith, Moore & Co held 3,890 shares of ProShares Ultra S&P500 worth $202K as of Q1 2026.
  • Smith, Moore & Co left its ProShares Ultra S&P500 share count unchanged in Q1 2026.
  • ProShares Ultra S&P500 made up 0.01% of Smith, Moore & Co's portfolio in Q1 2026, its #535 holding.
  • Smith, Moore & Co first reported a position in ProShares Ultra S&P500 in Q3 2025 and has held it in 3 quarters since.
  • Smith, Moore & Co's ProShares Ultra S&P500 position peaked at $225K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.