Kingswood Wealth Advisors’s ProShares Short Dow30 DOG Stock Holding History

Kingswood Wealth Advisors’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
2024 Q4	–	Sell	-9,515	Closed	-$255K	–	820
2024 Q3	$255K	Hold	9,515	–	–	0.02%	616
2024 Q2	$275K	Buy	9,515 +375	+4%	+$11K	0.02%	549
2024 Q1	$259K	Sell	9,140 -375	-4%	-$11K	0.03%	528
2023 Q4	$283K	Buy	+9,515	New	+$307K	0.03%	494

Other funds holding DOG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $165M AUM 15.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

TRCT

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Kingswood Wealth Advisors's DOG Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of ProShares Short Dow30 (DOG) in Q4 2024, closing a stake of 9,515 shares — an estimated $255K sold.

Kingswood Wealth Advisors first reported a position in DOG in Q4 2023 and held it in 4 quarters. The position peaked at $283K in Q4 2023. 19 funds tracked by Wall St. Rank hold DOG as of Q4 2024.

Kingswood Wealth Advisors reported no remaining ProShares Short Dow30 position as of Q4 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 9,515 ProShares Short Dow30 shares in Q4 2024, an estimated $255K.
Kingswood Wealth Advisors first reported a position in ProShares Short Dow30 in Q4 2023 and held it in 4 quarters.
Kingswood Wealth Advisors's ProShares Short Dow30 position peaked at $283K in Q4 2023.
19 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.