BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s SOS Limited SOS Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio SOS Stock Details SOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$1	–	2545
2026 Q1	$1	Hold	1	–	–	﹤0.01%	2458
2025 Q4	$1	Hold	1	–	–	﹤0.01%	2673
2025 Q3	$2	Hold	1	–	–	﹤0.01%	2423
2025 Q2	$6	Hold	1	–	–	﹤0.01%	2345
2025 Q1	$5	Hold	1	–	–	﹤0.01%	2251
2024 Q4	$7	Hold	1	–	–	﹤0.01%	2091
2024 Q3	$17	Buy	+1	New	+$11	﹤0.01%	2159

Other funds holding SOS

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SOS Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of SOS Limited (SOS) in Q2 2026, closing a stake of 1 share — an estimated $1 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SOS in Q3 2024 and held it in 7 quarters. The position peaked at $17 in Q3 2024. 14 funds tracked by Wall St. Rank hold SOS as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining SOS Limited position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1 SOS Limited share in Q2 2026, an estimated $1.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SOS Limited in Q3 2024 and held it in 7 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SOS Limited position peaked at $17 in Q3 2024.
14 funds tracked by Wall St. Rank held SOS Limited as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.