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Allworth Financial’s ProShares Short QQQ PSQ Stock Holding History

Allworth Financial’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 		– Hold
0
– -$10 – 3670
2023
Q4 		– Hold
0
– – – 3414
2023
Q3 		– Sell
-888
Closed -$46.9K – 3528
2023
Q2 		$46.9K Sell
888
-124
-12% -$7.26K ﹤0.01% 1146
2023
Q1 		$61.6K Buy
+1,012
New +$67.5K ﹤0.01% 1006

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

Allworth Financial's PSQ Position: Q1 2024 in Review

Allworth Financial held its ProShares Short QQQ (PSQ) position steady in Q1 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Allworth Financial first reported a position in PSQ in Q1 2023 and has held it in 2 quarters since. The position peaked at $61.6K in Q1 2023. 74 funds tracked by Wall St. Rank hold PSQ as of Q1 2024.

  • Allworth Financial held 0 shares of ProShares Short QQQ worth $0 as of Q1 2024.
  • Allworth Financial left its ProShares Short QQQ share count unchanged in Q1 2024.
  • ProShares Short QQQ made up ﹤0.01% of Allworth Financial's portfolio in Q1 2024, its #3670 holding.
  • Allworth Financial first reported a position in ProShares Short QQQ in Q1 2023 and has held it in 2 quarters since.
  • Allworth Financial's ProShares Short QQQ position peaked at $61.6K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.