BerganKDV Wealth Management, LLC - PROSHARES TR ownership

PROSHARES TR's ticker is UYG and the CUSIP is 74347X633. A total of 52 filers reported holding PROSHARES TR in Q3 2023. The put-call ratio across all filers is 0.88 and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PROSHARES TR
ValueSharesWeighting
Q4 2021$20,000
+400.0%
293
+132.5%
0.00%
+100.0%
Q2 2020$4,000
+33.3%
126
+0.8%
0.00%0.0%
Q1 2020$3,000
-57.1%
1250.0%0.00%0.0%
Q4 2019$7,0001250.00%
Other shareholders
PROSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Terra Nova Asset Management LLC 48,359$2,092,0003.17%
Bell Rock Capital LLC 137,232$5,935,0002.91%
Karp Capital Management Corp 123,879$5,360,0001.84%
TOTH FINANCIAL ADVISORY CORP 153,713$6,651,0001.48%
SANDERS MORRIS HARRIS LLC 15,000$649,0000.30%
ROANOKE ASSET MANAGEMENT CORP/ NY 13,440$582,0000.26%
Capital Investment Counsel, Inc 9,930$430,0000.16%
Parisi Gray Wealth Management 5,632$246,0000.15%
Risk Paradigm Group, LLC 1,437$62,178,0000.12%
FAS Wealth Partners, Inc. 11,250$487,0000.11%
View complete list of PROSHARES TR shareholders