Corient Private Wealth
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Corient Private Wealth’s ProShares Ulta SmallCap600 SAA Stock Holding History

Corient Private Wealth’s Portfolio SAA Stock Details SAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$798K Buy
36,065
+4,439
+14% +$98.2K ﹤0.01% 1545
2025
Q1 		$665K Buy
+31,626
New +$665K ﹤0.01% 1460