MA
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Montag & Associates’s ProShares Short S&P500 SH Stock Holding History

Montag & Associates’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
2023
Q4 		– Sell
-7,500
Closed -$434K – 940
2023
Q3 		$434K Hold
7,500
– – 0.03% 303
2023
Q2 		$416K Buy
+7,500
New +$442K 0.03% 311
2022
Q4 		– Sell
-4,942
Closed -$342K – 986
2022
Q3 		$342K Buy
+4,942
New +$310K 0.02% 306

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IMC Chicago
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WHG
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AWM
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PA
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CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
ICG
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AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return