Calamos Advisors’s PSQ Holdings PSQH Stock Holding History

Calamos Advisors’s Portfolio PSQH Stock Details PSQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40,000	Closed	-$6.16M	–	980
2023 Q2	$6.16M	Hold	40,000	–	–	0.03%	538
2023 Q1	$6.08M	Hold	40,000	–	–	0.03%	578
2022 Q4	$5.96M	Hold	40,000	–	–	0.03%	612
2022 Q3	$5.85M	Buy	+40,000	New	+$5.84M	0.03%	638

Other funds holding PSQH

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JCM

JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Calamos Advisors's PSQH Position: Q3 2023 in Review

Calamos Advisors sold out of PSQ Holdings (PSQH) in Q3 2023, closing a stake of 40,000 shares — an estimated $6.16M sold.

Calamos Advisors first reported a position in PSQH in Q3 2022 and held it in 4 quarters. The position peaked at $6.16M in Q2 2023. 44 funds tracked by Wall St. Rank hold PSQH as of Q3 2023.

Calamos Advisors reported no remaining PSQ Holdings position as of Q3 2023 after selling out during the quarter.
Calamos Advisors sold 40,000 PSQ Holdings shares in Q3 2023, an estimated $6.16M.
Calamos Advisors first reported a position in PSQ Holdings in Q3 2022 and held it in 4 quarters.
Calamos Advisors's PSQ Holdings position peaked at $6.16M in Q2 2023.
44 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2023.

Based on Calamos Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.