J. M. Brown & Associates Inc.’s ProShares Ultra S&P500 SSO Stock Holding History

J. M. Brown & Associates Inc.’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	$7.64M	Buy	+113,430	New	+$7.26M	4.37%	1

Other funds holding SSO

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

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

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

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

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

J. M. Brown & Associates Inc.'s SSO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 113,430 shares worth $7.64M. The stake represents 4.37% of the portfolio and ranks #1 among its holdings.

72 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

J. M. Brown & Associates Inc. held 113,430 shares of ProShares Ultra S&P500 worth $7.64M as of Q2 2026.
ProShares Ultra S&P500 was a new J. M. Brown & Associates Inc. position in Q2 2026.
ProShares Ultra S&P500 made up 4.37% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #1 holding.
72 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.