Zurich Cantonal Bank’s ProShares Ulta SmallCap600 SAA Stock Holding History

Zurich Cantonal Bank’s Portfolio SAA Stock Details SAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,510	Closed	-$88.1K	–	2701
2024 Q1	$88.1K	Buy	+3,510	New	+$82.7K	﹤0.01%	2431

Other funds holding SAA

LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Zurich Cantonal Bank's SAA Position: Q2 2024 in Review

Zurich Cantonal Bank sold out of ProShares Ulta SmallCap600 (SAA) in Q2 2024, closing a stake of 3,510 shares — an estimated $88.1K sold.

Zurich Cantonal Bank first reported a position in SAA in Q1 2024 and held it in 1 quarter. The position peaked at $88.1K in Q1 2024. 7 funds tracked by Wall St. Rank hold SAA as of Q2 2024.

Zurich Cantonal Bank reported no remaining ProShares Ulta SmallCap600 position as of Q2 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 3,510 ProShares Ulta SmallCap600 shares in Q2 2024, an estimated $88.1K.
Zurich Cantonal Bank first reported a position in ProShares Ulta SmallCap600 in Q1 2024 and held it in 1 quarter.
Zurich Cantonal Bank's ProShares Ulta SmallCap600 position peaked at $88.1K in Q1 2024.
7 funds tracked by Wall St. Rank held ProShares Ulta SmallCap600 as of Q2 2024.

Based on Zurich Cantonal Bank's 13F filing for Q2 2024, filed 29 Jul 2024.