Lake Hills Wealth Management’s ProShares Short Financials SEF Stock Holding History

Lake Hills Wealth Management’s Portfolio SEF Stock Details SEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,750	Closed	-$1.21M	–	54
2022 Q3	$1.21M	Buy	+20,750	New	+$1.1M	1.09%	18

Other funds holding SEF

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

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

ASN

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

TRCT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Lake Hills Wealth Management's SEF Position: Q3 2022 in Review

Lake Hills Wealth Management sold out of ProShares Short Financials (SEF) in Q3 2022, closing a stake of 20,538 shares — an estimated $1.09M sold.

Lake Hills Wealth Management first reported a position in SEF in Q1 2022 and held it in 2 quarters. The position peaked at $2.92M in Q1 2022. 15 funds tracked by Wall St. Rank hold SEF as of Q3 2022.

Lake Hills Wealth Management reported no remaining ProShares Short Financials position as of Q3 2022 after selling out during the quarter.
Lake Hills Wealth Management sold 20,538 ProShares Short Financials shares in Q3 2022, an estimated $1.09M.
Lake Hills Wealth Management first reported a position in ProShares Short Financials in Q1 2022 and held it in 2 quarters.
Lake Hills Wealth Management's ProShares Short Financials position peaked at $2.92M in Q1 2022.
15 funds tracked by Wall St. Rank held ProShares Short Financials as of Q3 2022.

Based on Lake Hills Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.