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Proshares Tr shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Proshares Tr (ISPY) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Proshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $912k 20k 44.82
2024-06-30 $1.1M 24k 43.52
2024-03-31 $1.3M 31k 42.80

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Proshares Tr

Goldman Sachs Group
Hennion & Walsh Asset Management
Raymond James & Associates
Royal Bank of Canada
LPL Financial
Barclays
Raymond James Financial Services Advisors
Steward Partners Investment Advisory
Howard Capital Management
Advisor OS
Mjp Associates
Kingsview Wealth Management
Sanctuary Advisors
PFG Investments
Cary Street Partner Investment Advisory

View all funds holding Proshares Tr