AWM
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Axxcess Wealth Management’s ProShares Short QQQ PSQ Stock Holding History

Axxcess 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
-3,445
Closed -$163K – 913
2023
Q4 		$163K Buy
+3,445
New +$178K ﹤0.01% 795
2023
Q3 		– Sell
-2,608
Closed -$138K – 830
2023
Q2 		$138K Sell
2,608
-2,308
-47% -$135K 0.01% 566
2023
Q1 		$299K Sell
4,916
-304
-6% -$20.3K 0.02% 483
2022
Q4 		$384K Buy
5,220
+220
+4% +$15.7K 0.03% 402
2022
Q3 		$373K Buy
5,000
+2,000
+67% +$133K 0.04% 364
2022
Q2 		$216K Buy
+3,000
New +$200K 0.02% 483

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

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

Axxcess Wealth Management sold out of ProShares Short QQQ (PSQ) in Q1 2024, closing a stake of 3,445 shares — an estimated $163K sold.

Axxcess Wealth Management first reported a position in PSQ in Q2 2022 and held it in 6 quarters. The position peaked at $384K in Q4 2022. 74 funds tracked by Wall St. Rank hold PSQ as of Q1 2024.

  • Axxcess Wealth Management reported no remaining ProShares Short QQQ position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,445 ProShares Short QQQ shares in Q1 2024, an estimated $163K.
  • Axxcess Wealth Management first reported a position in ProShares Short QQQ in Q2 2022 and held it in 6 quarters.
  • Axxcess Wealth Management's ProShares Short QQQ position peaked at $384K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.