Heritage Wealth Management (Arizona)’s ProShares Short Dow30 DOG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$3.87K	Buy	116 +58	+100%	+$1.98K	﹤0.01%	916
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	867
2022 Q2	$2.1K	Sell	58 -30	-34%	-$1.03K	﹤0.01%	880
2022 Q1	$3K	Buy	+88	New	+$2.9K	﹤0.01%	848
2021 Q3	$3K	Sell	88 -250	-74%	-$8.37K	﹤0.01%	777
2021 Q2	$12K	Sell	338 -40	-11%	-$1.38K	﹤0.01%	637
2021 Q1	$14K	Buy	+378	New	+$14.3K	0.01%	532

Other funds holding DOG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

TRCT

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

JCM

J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DOG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ProShares Short Dow30 (DOG) stake by 100% in Q4 2022, buying an estimated $1.98K and bringing the position to 116 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Heritage Wealth Management (Arizona) first reported a position in DOG in Q1 2021 and has held it in 7 quarters since. The position peaked at $14K in Q1 2021. 44 funds tracked by Wall St. Rank hold DOG as of Q4 2022.

Heritage Wealth Management (Arizona) held 116 shares of ProShares Short Dow30 worth $3.87K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 58 ProShares Short Dow30 shares in Q4 2022, an estimated $1.98K.
ProShares Short Dow30 made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #916 holding.
Heritage Wealth Management (Arizona) first reported a position in ProShares Short Dow30 in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s ProShares Short Dow30 position peaked at $14K in Q1 2021.
44 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.