SS&H Financial Advisors’s ProShares Pet Care ETF PAWZ Stock Holding History

SS&H Financial Advisors’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
2023 Q1	–	Sell	-4,850	Closed	-$228K	–	120
2022 Q4	$228K	Sell	4,850 -1,500	-24%	-$71.5K	0.11%	111
2022 Q3	$281K	Sell	6,350 -6,050	-49%	-$314K	0.15%	106
2022 Q2	$655K	Sell	12,400 -900	-7%	-$51.9K	0.3%	72
2022 Q1	$885K	Buy	+13,300	New	+$891K	0.35%	72

Other funds holding PAWZ

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

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

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

SS&H Financial Advisors's PAWZ Position: Q1 2023 in Review

SS&H Financial Advisors sold out of ProShares Pet Care ETF (PAWZ) in Q1 2023, closing a stake of 4,850 shares — an estimated $228K sold.

SS&H Financial Advisors first reported a position in PAWZ in Q1 2022 and held it in 4 quarters. The position peaked at $885K in Q1 2022. 53 funds tracked by Wall St. Rank hold PAWZ as of Q1 2023.

SS&H Financial Advisors reported no remaining ProShares Pet Care ETF position as of Q1 2023 after selling out during the quarter.
SS&H Financial Advisors sold 4,850 ProShares Pet Care ETF shares in Q1 2023, an estimated $228K.
SS&H Financial Advisors first reported a position in ProShares Pet Care ETF in Q1 2022 and held it in 4 quarters.
SS&H Financial Advisors's ProShares Pet Care ETF position peaked at $885K in Q1 2022.
53 funds tracked by Wall St. Rank held ProShares Pet Care ETF as of Q1 2023.

Based on SS&H Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.