Lake Point Wealth Management’s ProShares Pet Care ETF PAWZ Stock Holding History

Lake Point Wealth Management’s Portfolio PAWZ Stock Details PAWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$31K	Hold	595	–	–	0.02%	91
2022 Q1	$40K	Hold	595	–	–	0.02%	73
2021 Q4	$47K	Hold	595	–	–	0.02%	75
2021 Q3	$46K	Hold	595	–	–	0.02%	67
2021 Q2	$48K	Buy	+595	New	+$45.9K	0.02%	68
2020 Q1	$18K	Hold	467	–	–	0.02%	84
2019 Q4	$21K	Buy	+467	New	+$19.2K	0.01%	204

Other funds holding PAWZ

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Lake Point Wealth Management's PAWZ Position: Q2 2022 in Review

Lake Point Wealth Management held its ProShares Pet Care ETF (PAWZ) position steady in Q2 2022 at 595 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #91.

Lake Point Wealth Management first reported a position in PAWZ in Q4 2019 and has held it in 7 quarters since. The position peaked at $48K in Q2 2021. 74 funds tracked by Wall St. Rank hold PAWZ as of Q2 2022.

Lake Point Wealth Management held 595 shares of ProShares Pet Care ETF worth $31K as of Q2 2022.
Lake Point Wealth Management left its ProShares Pet Care ETF share count unchanged in Q2 2022.
ProShares Pet Care ETF made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #91 holding.
Lake Point Wealth Management first reported a position in ProShares Pet Care ETF in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's ProShares Pet Care ETF position peaked at $48K in Q2 2021.
74 funds tracked by Wall St. Rank held ProShares Pet Care ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.