Cassaday & Co Wealth Management »

Proshares Tr shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Proshares Tr (UYG) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Proshares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Proshares Tr by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 31k 55.20
2023-09-30 $1.3M 31k 43.61
2023-06-30 $1.4M 31k 45.62
2023-03-31 $713k 17k 42.24
2022-12-31 $983k 22k 45.61

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Proshares Tr

Toth Financial Advisory Corporation
HighTower Advisors
Cassaday & Co Wealth Management
Advisor Group Holdings
Citadel Advisors
9258 Wealth Management
Kestra Advisory Services
Roanoke Asset Management Corp/ Ny
CI Private Wealth
Capital Investment Counsel
Pnc Financial Services
William Blair $ Company
Chicago Partners Investment
HPM Partners
Wsfs Capital Management

View all funds holding Proshares Tr