AL
PSQ icon

Aspiriant LLC’s ProShares Short QQQ PSQ Stock Holding History

Aspiriant LLC’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
2023
Q1 		– Sell
-8,272
Closed -$609K – 291
2022
Q4 		$609K Buy
8,272
+4,612
+126% +$330K 0.03% 164
2022
Q3 		$273K Hold
3,660
– – 0.01% 217
2022
Q2 		$264K Buy
+3,660
New +$244K 0.01% 227
2019
Q4 		– Sell
-3,810
Closed -$528K – 211
2019
Q3 		$528K Buy
+3,810
New +$529K 0.05% 145

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $49.5M AUM 28.58% 1-Year Est. Return

Aspiriant LLC's PSQ Position: Q1 2023 in Review

Aspiriant LLC sold out of ProShares Short QQQ (PSQ) in Q1 2023, closing a stake of 8,272 shares — an estimated $609K sold.

Aspiriant LLC first reported a position in PSQ in Q3 2019 and held it in 4 quarters. The position peaked at $609K in Q4 2022. 134 funds tracked by Wall St. Rank hold PSQ as of Q1 2023.

  • Aspiriant LLC reported no remaining ProShares Short QQQ position as of Q1 2023 after selling out during the quarter.
  • Aspiriant LLC sold 8,272 ProShares Short QQQ shares in Q1 2023, an estimated $609K.
  • Aspiriant LLC first reported a position in ProShares Short QQQ in Q3 2019 and held it in 4 quarters.
  • Aspiriant LLC's ProShares Short QQQ position peaked at $609K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2023.

Based on Aspiriant LLC's 13F filing for Q1 2023, filed 27 Apr 2023.