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Montag & Associates’s ProShares UltraShort Euro EUO Stock Holding History

Montag & Associates’s Portfolio EUO Stock Details EUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500
Closed -$15.5K – 990
2024
Q1 		$15.5K Hold
500
– – ﹤0.01% 720
2023
Q4 		$14.6K Hold
500
– – ﹤0.01% 729
2023
Q3 		$15.7K Hold
500
– – ﹤0.01% 690
2023
Q2 		$14.6K Hold
500
– – ﹤0.01% 708
2023
Q1 		$14.5K Hold
500
– – ﹤0.01% 700
2022
Q4 		$14.7K Buy
+500
New +$16.1K ﹤0.01% 693

Other funds holding EUO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CCC
Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Montag & Associates's EUO Position: Q2 2024 in Review

Montag & Associates sold out of ProShares UltraShort Euro (EUO) in Q2 2024, closing a stake of 500 shares — an estimated $15.5K sold.

Montag & Associates first reported a position in EUO in Q4 2022 and held it in 6 quarters. The position peaked at $15.7K in Q3 2023. 11 funds tracked by Wall St. Rank hold EUO as of Q2 2024.

  • Montag & Associates reported no remaining ProShares UltraShort Euro position as of Q2 2024 after selling out during the quarter.
  • Montag & Associates sold 500 ProShares UltraShort Euro shares in Q2 2024, an estimated $15.5K.
  • Montag & Associates first reported a position in ProShares UltraShort Euro in Q4 2022 and held it in 6 quarters.
  • Montag & Associates's ProShares UltraShort Euro position peaked at $15.7K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held ProShares UltraShort Euro as of Q2 2024.

Based on Montag & Associates's 13F filing for Q2 2024, filed 31 Jul 2024.