Cutler Group’s ProShares Ulta SmallCap600 SAA Stock Holding History

Cutler Group’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
2024 Q1	–	Sell	-100	Closed	-$2.36K	–	3395
2023 Q4	$2K	Buy	100 +13	+15%	+$261	﹤0.01%	3175
2023 Q3	$1K	Sell	87 -586	-87%	-$12.8K	﹤0.01%	3616
2023 Q2	$14K	Buy	673 +600	+822%	+$12.2K	﹤0.01%	2062
2023 Q1	$1K	Sell	73 -827	-92%	-$18.9K	﹤0.01%	3542
2022 Q4	$18K	Buy	+900	New	+$19.4K	﹤0.01%	2301
2022 Q2	–	Sell	-200	Closed	-$4.82K	–	5576
2022 Q1	$5K	Buy	+200	New	+$5.76K	﹤0.01%	4167
2019 Q2	–	Sell	-500	Closed	-$9K	–	4716
2019 Q1	$9K	Buy	+500	New	+$9.45K	﹤0.01%	2574
2017 Q2	–	Sell	-16,955	Closed	-$277K	–	6971
2017 Q1	$277K	Buy	+16,955	New	+$274K	0.01%	965

Other funds holding SAA

LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

CPA

Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

TFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cutler Group's SAA Position: Q1 2024 in Review

Cutler Group sold out of ProShares Ulta SmallCap600 (SAA) in Q1 2024, closing a stake of 100 shares — an estimated $2.36K sold.

Cutler Group first reported a position in SAA in Q1 2017 and held it in 8 quarters. The position peaked at $277K in Q1 2017. 9 funds tracked by Wall St. Rank hold SAA as of Q1 2024.

Cutler Group reported no remaining ProShares Ulta SmallCap600 position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 100 ProShares Ulta SmallCap600 shares in Q1 2024, an estimated $2.36K.
Cutler Group first reported a position in ProShares Ulta SmallCap600 in Q1 2017 and held it in 8 quarters.
Cutler Group's ProShares Ulta SmallCap600 position peaked at $277K in Q1 2017.
9 funds tracked by Wall St. Rank held ProShares Ulta SmallCap600 as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.