LFG
DOG

LifePlan Financial Group’s ProShares Short Dow30 DOG Stock Holding History

LifePlan Financial 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
2020
Q3 		$1K Hold
14
– – ﹤0.01% 539
2020
Q2 		$1K Buy
14
+4
+40% +$205 ﹤0.01% 547
2020
Q1 		$1K Buy
+10
New +$528 ﹤0.01% 521

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LifePlan Financial Group's DOG Position: Q3 2020 in Review

LifePlan Financial Group held its ProShares Short Dow30 (DOG) position steady in Q3 2020 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

LifePlan Financial Group first reported a position in DOG in Q1 2020 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold DOG as of Q3 2020.

  • LifePlan Financial Group held 14 shares of ProShares Short Dow30 worth $1K as of Q3 2020.
  • LifePlan Financial Group left its ProShares Short Dow30 share count unchanged in Q3 2020.
  • ProShares Short Dow30 made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #539 holding.
  • LifePlan Financial Group first reported a position in ProShares Short Dow30 in Q1 2020 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.