AWM
PSQ icon

AE Wealth Management’s ProShares Short QQQ PSQ Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-6,057
Closed -$279K – 1773
2023
Q4 		$279K Sell
6,057
-20,724
-77% -$1.07M ﹤0.01% 1743
2023
Q3 		$1.46M Buy
26,781
+23,349
+680% +$1.24M 0.01% 953
2023
Q2 		$181K Sell
3,432
-12,628
-79% -$739K ﹤0.01% 1761
2023
Q1 		$978K Buy
16,060
+11,105
+224% +$740K 0.01% 1056
2022
Q4 		$365K Sell
4,955
-5,327
-52% -$381K ﹤0.01% 1422
2022
Q3 		$767K Sell
10,282
-1,803
-15% -$120K 0.01% 1052
2022
Q2 		$870K Buy
+12,085
New +$806K 0.01% 938
2021
Q2 		– Sell
-4,716
Closed -$328K – 1658
2021
Q1 		$328K Buy
+4,716
New +$331K ﹤0.01% 1220

Other funds holding PSQ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $205M AUM 37.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

AE Wealth Management's PSQ Position: Q1 2024 in Review

AE Wealth Management sold out of ProShares Short QQQ (PSQ) in Q1 2024, closing a stake of 6,057 shares — an estimated $279K sold.

AE Wealth Management first reported a position in PSQ in Q1 2021 and held it in 8 quarters. The position peaked at $1.46M in Q3 2023. 74 funds tracked by Wall St. Rank hold PSQ as of Q1 2024.

  • AE Wealth Management reported no remaining ProShares Short QQQ position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 6,057 ProShares Short QQQ shares in Q1 2024, an estimated $279K.
  • AE Wealth Management first reported a position in ProShares Short QQQ in Q1 2021 and held it in 8 quarters.
  • AE Wealth Management's ProShares Short QQQ position peaked at $1.46M in Q3 2023.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.