Mather Group’s ProShares Short S&P500 SH Stock Holding History

Mather Group’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-175	Closed	-$8.3K	–	2122
2024 Q2	$8.3K	Buy	+175	New	+$8.38K	﹤0.01%	1497

Other funds holding SH

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

MSCM

Marlin Sams Capital Management New York $191M AUM 72.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group's SH Position: Q3 2024 in Review

Mather Group sold out of ProShares Short S&P500 (SH) in Q3 2024, closing a stake of 175 shares — an estimated $8.3K sold.

Mather Group first reported a position in SH in Q2 2024 and held it in 1 quarter. The position peaked at $8.3K in Q2 2024. 159 funds tracked by Wall St. Rank hold SH as of Q3 2024.

Mather Group reported no remaining ProShares Short S&P500 position as of Q3 2024 after selling out during the quarter.
Mather Group sold 175 ProShares Short S&P500 shares in Q3 2024, an estimated $8.3K.
Mather Group first reported a position in ProShares Short S&P500 in Q2 2024 and held it in 1 quarter.
Mather Group's ProShares Short S&P500 position peaked at $8.3K in Q2 2024.
159 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.