SUMMIT WEALTH & RETIREMENT PLANNING, INC. - PROSHARES TR ownership

PROSHARES TR's ticker is IGHG and the CUSIP is 74347B607. A total of 52 filers reported holding PROSHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of PROSHARES TR
ValueSharesWeighting
Q1 2023$543,969
-16.6%
7,573
-17.5%
0.20%
-23.4%
Q4 2022$652,363
+2.1%
9,174
-2.1%
0.26%
+4.3%
Q3 2022$639,000
-3.0%
9,374
-1.6%
0.25%
+0.4%
Q2 2022$659,000
-7.6%
9,527
-3.5%
0.25%
+0.4%
Q1 2022$713,000
+1.3%
9,877
+4.4%
0.25%
+4.6%
Q4 2021$704,000
-6.3%
9,462
-4.7%
0.24%
-12.4%
Q3 2021$751,000
+10.6%
9,932
+11.9%
0.28%
+9.6%
Q2 2021$679,000
-6.2%
8,872
-5.5%
0.25%
-6.7%
Q1 2021$724,000
+20.3%
9,390
+17.8%
0.27%
+18.0%
Q4 2020$602,000
-41.7%
7,970
-44.8%
0.23%
-48.5%
Q3 2020$1,032,000
+5.3%
14,431
+4.0%
0.44%
-3.7%
Q2 2020$980,000
-18.1%
13,876
-24.4%
0.46%
-28.0%
Q1 2020$1,196,000
-27.2%
18,363
-13.6%
0.64%
-12.7%
Q4 2019$1,643,000
+4.1%
21,243
+0.3%
0.73%
-23.3%
Q3 2019$1,579,000
-1.0%
21,183
-0.2%
0.95%
+2.3%
Q2 2019$1,595,000
-6.2%
21,222
-7.4%
0.93%
-7.6%
Q1 2019$1,700,000
+12.6%
22,922
+8.0%
1.01%
-11.8%
Q4 2018$1,510,00021,2221.14%
Other shareholders
PROSHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Foresight Wealth Management, LLC 34,596$2,253,0001.55%
Capital Advisors, Ltd. LLC 32,958$2,147,0000.67%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 18,363$1,196,0000.64%
ASSETMARK, INC 458,105$29,836,0000.25%
Financial Advocates Investment Management 11,780$767,0000.11%
Carmichael Hill & Associates, Inc. 1,734$113,0000.10%
Elmwood Wealth Management, Inc. 1,000$76,230,0000.07%
Wellington Shields Capital Management, LLC 5,750$374,0000.07%
CX Institutional 6,562$427,0000.07%
Princeton Global Asset Management LLC 1,783$116,0000.05%
View complete list of PROSHARES TR shareholders