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Westend Capital Management’s AdvisorShares MSOS 2X Daily ETF MSOX Stock Holding History

Westend Capital Management’s Portfolio MSOX Stock Details MSOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-180,548
Closed -$388K – 283
2026
Q1 		$388K Buy
180,548
+12,048
+7% +$38.6K 0.12% 36
2025
Q4 		$755K Buy
+168,500
New +$984K 0.21% 26

Other funds holding MSOX

RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Westend Capital Management's MSOX Position: Q2 2026 in Review

Westend Capital Management sold out of AdvisorShares MSOS 2X Daily ETF (MSOX) in Q2 2026, closing a stake of 180,548 shares — an estimated $388K sold.

Westend Capital Management first reported a position in MSOX in Q4 2025 and held it in 2 quarters. The position peaked at $755K in Q4 2025. 16 funds tracked by Wall St. Rank hold MSOX as of Q2 2026.

  • Westend Capital Management reported no remaining AdvisorShares MSOS 2X Daily ETF position as of Q2 2026 after selling out during the quarter.
  • Westend Capital Management sold 180,548 AdvisorShares MSOS 2X Daily ETF shares in Q2 2026, an estimated $388K.
  • Westend Capital Management first reported a position in AdvisorShares MSOS 2X Daily ETF in Q4 2025 and held it in 2 quarters.
  • Westend Capital Management's AdvisorShares MSOS 2X Daily ETF position peaked at $755K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held AdvisorShares MSOS 2X Daily ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.