KOMWMG
DOG

Kerntke Otto McGlone Wealth Management Group’s ProShares Short Dow30 DOG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-154
Closed -$5K – 69
2022
Q4 		$5K Buy
+154
New +$5.26K 0.01% 103

Other funds holding DOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's DOG Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of ProShares Short Dow30 (DOG) in Q1 2023, closing a stake of 154 shares — an estimated $5K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in DOG in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 32 funds tracked by Wall St. Rank hold DOG as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining ProShares Short Dow30 position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 154 ProShares Short Dow30 shares in Q1 2023, an estimated $5K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in ProShares Short Dow30 in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's ProShares Short Dow30 position peaked at $5K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.