Mather Group’s ProShares Short Financials SEF Stock Holding History

Mather Group’s Portfolio SEF Stock Details SEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,330	Closed	-$50.7K	–	1774
2024 Q3	$50.7K	Buy	1,330 +20	+2%	+$795	﹤0.01%	874
2024 Q2	$53.3K	Buy	1,310 +14	+1%	+$589	﹤0.01%	979
2024 Q1	$58.9K	Buy	+1,296	New	+$56.6K	﹤0.01%	834

Other funds holding SEF

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's SEF Position: Q4 2024 in Review

Mather Group sold out of ProShares Short Financials (SEF) in Q4 2024, closing a stake of 1,330 shares — an estimated $50.7K sold.

Mather Group first reported a position in SEF in Q1 2024 and held it in 3 quarters. The position peaked at $58.9K in Q1 2024. 8 funds tracked by Wall St. Rank hold SEF as of Q4 2024.

Mather Group reported no remaining ProShares Short Financials position as of Q4 2024 after selling out during the quarter.
Mather Group sold 1,330 ProShares Short Financials shares in Q4 2024, an estimated $50.7K.
Mather Group first reported a position in ProShares Short Financials in Q1 2024 and held it in 3 quarters.
Mather Group's ProShares Short Financials position peaked at $58.9K in Q1 2024.
8 funds tracked by Wall St. Rank held ProShares Short Financials as of Q4 2024.

Based on Mather Group's 13F filing for Q4 2024, filed 27 Jan 2025.