Montgomery Financial Services’s TrueShares Quarterly Bear Hedge ETF QBER Stock Holding History

Montgomery Financial Services’s Portfolio QBER Stock Details QBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88K	Buy	+79	New	+$1.88K	﹤0.01%	278

Other funds holding QBER

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Montgomery Financial Services's QBER Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in TrueShares Quarterly Bear Hedge ETF (QBER) in Q2 2026: 79 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings.

38 funds tracked by Wall St. Rank hold QBER as of Q2 2026.

Montgomery Financial Services held 79 shares of TrueShares Quarterly Bear Hedge ETF worth $1.88K as of Q2 2026.
TrueShares Quarterly Bear Hedge ETF was a new Montgomery Financial Services position in Q2 2026.
TrueShares Quarterly Bear Hedge ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #278 holding.
38 funds tracked by Wall St. Rank held TrueShares Quarterly Bear Hedge ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.