A. Montag and Associates »

Proshares Tr shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Proshares Tr shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Proshares Tr

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All positions including Proshares Tr held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9k 436 9.05
2025-09-30 $13k 436 28.68

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for A. Montag and Associates

Top funds holding Proshares Tr

Legacy Wealth Managment
Citadel Advisors
Client First Investment Management
Flow Traders US
RFG Advisory
Mustico Financial Group
Simplex Trading
Farther Finance Advisors
Bartlett & Co. Wealth Management
Winnow Wealth
A. Montag and Associates
Cornerstone Planning Group
Gen-Wealth Partners
Caitlin John
Advisor Group Holdings

View all funds holding Proshares Tr