Guardian Wealth Advisors (North Carolina)’s ProShares Short Dow30 DOG Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio DOG Stock Details DOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-54,659	Closed	-$1.82M	–	419
2023 Q1	$1.82M	Buy	54,659 +54,337	+16,875%	+$1.81M	0.32%	38
2022 Q4	$10.7K	Sell	322 -47,289	-99%	-$1.61M	﹤0.01%	316
2022 Q3	$1.84M	Sell	47,611 -138	-0.3%	-$4.84K	0.34%	30
2022 Q2	$1.73M	Buy	47,749 +3,776	+9%	+$130K	0.32%	33
2022 Q1	$1.44M	Buy	+43,973	New	+$1.45M	0.62%	33

Other funds holding DOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DOG Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of ProShares Short Dow30 (DOG) in Q2 2023, closing a stake of 54,659 shares — an estimated $1.82M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DOG in Q1 2022 and held it in 5 quarters. The position peaked at $1.84M in Q3 2022. 29 funds tracked by Wall St. Rank hold DOG as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining ProShares Short Dow30 position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 54,659 ProShares Short Dow30 shares in Q2 2023, an estimated $1.82M.
Guardian Wealth Advisors (North Carolina) first reported a position in ProShares Short Dow30 in Q1 2022 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s ProShares Short Dow30 position peaked at $1.84M in Q3 2022.
29 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.