LFPWM
DOG

Leicht Financial Planning & Wealth Management’s ProShares Short Dow30 DOG Stock Holding History

Leicht Financial Planning & Wealth Management’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
2019
Q4 		– Sell
-20,159
Closed -$1.06M – 65
2019
Q3 		$1.06M Buy
20,159
+6,482
+47% +$345K 1.01% 29
2019
Q2 		$731K Sell
13,677
-768
-5% -$42K 0.72% 33
2019
Q1 		$794K Buy
14,445
+4,203
+41% +$239K 0.82% 29
2018
Q4 		$629K Buy
+10,242
New +$594K 0.83% 31

Other funds holding DOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's DOG Position: Q4 2019 in Review

Leicht Financial Planning & Wealth Management sold out of ProShares Short Dow30 (DOG) in Q4 2019, closing a stake of 20,159 shares — an estimated $1.06M sold.

Leicht Financial Planning & Wealth Management first reported a position in DOG in Q4 2018 and held it in 4 quarters. The position peaked at $1.06M in Q3 2019. 34 funds tracked by Wall St. Rank hold DOG as of Q4 2019.

  • Leicht Financial Planning & Wealth Management reported no remaining ProShares Short Dow30 position as of Q4 2019 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 20,159 ProShares Short Dow30 shares in Q4 2019, an estimated $1.06M.
  • Leicht Financial Planning & Wealth Management first reported a position in ProShares Short Dow30 in Q4 2018 and held it in 4 quarters.
  • Leicht Financial Planning & Wealth Management's ProShares Short Dow30 position peaked at $1.06M in Q3 2019.
  • 34 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q4 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.