AG
PSQ icon

Advisor Group’s ProShares Short QQQ PSQ Stock Holding History

Advisor Group’s Portfolio PSQ Stock Details PSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,465
Closed -$252K – 5299
2018
Q4 		$252K Buy
+1,465
New +$237K ﹤0.01% 1927
2018
Q2 		– Sell
-496
Closed -$85K – 5020
2018
Q1 		$85K Sell
496
-33
-6% -$5.52K ﹤0.01% 2679
2017
Q4 		$94K Sell
529
-290
-35% -$52.7K ﹤0.01% 2628
2017
Q3 		$156K Buy
819
+148
+22% +$28.7K ﹤0.01% 2041
2017
Q2 		$136K Buy
671
+601
+859% +$122K ﹤0.01% 2068
2017
Q1 		$15K Sell
70
-18
-20% -$3.95K ﹤0.01% 3550
2016
Q4 		$21K Buy
88
+18
+26% +$4.3K ﹤0.01% 3199
2016
Q3 		$17K Sell
70
-364
-84% -$89.5K ﹤0.01% 3261
2016
Q2 		$114K Buy
+434
New +$115K ﹤0.01% 1832

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Advisor Group's PSQ Position: Q1 2019 in Review

Advisor Group sold out of ProShares Short QQQ (PSQ) in Q1 2019, closing a stake of 1,465 shares — an estimated $252K sold.

Advisor Group first reported a position in PSQ in Q2 2016 and held it in 9 quarters. The position peaked at $252K in Q4 2018. 44 funds tracked by Wall St. Rank hold PSQ as of Q1 2019.

  • Advisor Group reported no remaining ProShares Short QQQ position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 1,465 ProShares Short QQQ shares in Q1 2019, an estimated $252K.
  • Advisor Group first reported a position in ProShares Short QQQ in Q2 2016 and held it in 9 quarters.
  • Advisor Group's ProShares Short QQQ position peaked at $252K in Q4 2018.
  • 44 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.