SEC 13F Intelligence

Lifepro Asset Management / MSOS

Lifepro Asset Management’s Advisorshares Tr Position

Does Lifepro Asset Management own Advisorshares Tr (MSOS)? Not currently — the last reported position was 542.1K shares worth $5M in Q1 2024; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$5M
Q1 2024
Shares
542.1K
% of Portfolio
+3.58%
Quarters Held
6
position exited

Position History MSOS

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $5MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024542.1K$5M+3.58%
Q4 2023454.2K$3M+2.46%
Q3 2023500.8K$4M+3.28%
Q2 2023525.6K$3M+2.25%
Q1 2023257.9K$2M+1.31%
Q4 2022257.9K$2M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifepro Asset Management’s full portfolio or all institutional holders of MSOS.