Stifel Financial’s ProShares Short Dow30 DOG Stock Holding History

Stifel Financial’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
2023 Q1	–	Sell	-7,144	Closed	-$238K	–	3348
2022 Q4	$238K	Sell	7,144 -4,411	-38%	-$151K	﹤0.01%	2891
2022 Q3	$446K	Buy	+11,555	New	+$405K	﹤0.01%	2493
2014 Q4	–	Sell	-5,979	Closed	-$590K	–	2351
2014 Q3	$590K	Buy	5,979 +2,547	+74%	+$254K	0.01%	1427
2014 Q2	$346K	Buy	+3,432	New	+$352K	﹤0.01%	1701

Other funds holding DOG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

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

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

JCM

J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

Stifel Financial's DOG Position: Q1 2023 in Review

Stifel Financial sold out of ProShares Short Dow30 (DOG) in Q1 2023, closing a stake of 7,144 shares — an estimated $238K sold.

Stifel Financial first reported a position in DOG in Q2 2014 and held it in 4 quarters. The position peaked at $590K in Q3 2014. 32 funds tracked by Wall St. Rank hold DOG as of Q1 2023.

Stifel Financial reported no remaining ProShares Short Dow30 position as of Q1 2023 after selling out during the quarter.
Stifel Financial sold 7,144 ProShares Short Dow30 shares in Q1 2023, an estimated $238K.
Stifel Financial first reported a position in ProShares Short Dow30 in Q2 2014 and held it in 4 quarters.
Stifel Financial's ProShares Short Dow30 position peaked at $590K in Q3 2014.
32 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.