Allworth Financial’s ProShares Ulta SmallCap600 SAA Stock Holding History

Allworth Financial’s Portfolio SAA Stock Details SAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.1K	Hold
2025 Q1	$14.5K	Buy
2024 Q4	$21.2K	Buy
2024 Q3	$20.8K	Hold
2024 Q2	$19.9K	Buy