BerganKDV Wealth Management, LLC - PROSHARES TR ownership

PROSHARES TR's ticker is SH and the CUSIP is 74347B425. A total of 175 filers reported holding PROSHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PROSHARES TR
ValueSharesWeighting
Q2 2023$39,808
-11.0%
2,868
-3.9%
0.00%
-20.0%
Q1 2023$44,745
-7.1%
2,983
-0.7%
0.01%0.0%
Q4 2022$48,154
-7.4%
3,004
+0.7%
0.01%
-16.7%
Q3 2022$52,000
+13.0%
2,983
+6.1%
0.01%
+20.0%
Q2 2022$46,000
+15.0%
2,8110.0%0.01%
+25.0%
Q1 2022$40,000
+5.3%
2,8110.0%0.00%0.0%
Q4 2021$38,000
-19.1%
2,811
-9.3%
0.00%
-20.0%
Q3 2021$47,000
+14.6%
3,099
+17.3%
0.01%0.0%
Q2 2021$41,000
-6.8%
2,6410.0%0.01%
-16.7%
Q1 2021$44,000
+18.9%
2,641
+28.5%
0.01%
+20.0%
Q4 2020$37,000
-46.4%
2,055
-39.7%
0.01%
-54.5%
Q3 2020$69,0003,4100.01%
Other shareholders
PROSHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kaydan Wealth Management, Inc. 3,984,073$59,761,09624.50%
CPR Investments Inc. 1,102,270$16,534,16415.90%
VISTA FINANCE, LLC 374,401$5,616,0227.95%
Bizma Investimentos Ltda 520,000$7,800,0006.40%
Spectrum Planning & Advisory Services Inc. 254,721$3,820,8156.20%
Lake Hills Wealth Management, LLC 363,688$5,455,3205.69%
RIA Advisory Group LLC 790,818$11,901,2215.48%
Mirador Capital Partners LP 1,469,602$22,044,0305.22%
Spectrum Asset Management, Inc. (NB/CA) 662,461$9,936,9154.92%
Oxbow Advisors, LLC 1,825,452$27,381,7804.90%
View complete list of PROSHARES TR shareholders