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Camelot Portfolios’s ProShares Short QQQ PSQ Stock Holding History

Camelot Portfolios’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
Q2 		– Sell
-10,884
Closed -$663K – 201
2023
Q1 		$663K Buy
10,884
+3,489
+47% +$233K 0.46% 67
2022
Q4 		$544K Buy
+7,395
New +$529K 0.4% 75

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Camelot Portfolios's PSQ Position: Q2 2023 in Review

Camelot Portfolios sold out of ProShares Short QQQ (PSQ) in Q2 2023, closing a stake of 10,884 shares — an estimated $663K sold.

Camelot Portfolios first reported a position in PSQ in Q4 2022 and held it in 2 quarters. The position peaked at $663K in Q1 2023. 134 funds tracked by Wall St. Rank hold PSQ as of Q2 2023.

  • Camelot Portfolios reported no remaining ProShares Short QQQ position as of Q2 2023 after selling out during the quarter.
  • Camelot Portfolios sold 10,884 ProShares Short QQQ shares in Q2 2023, an estimated $663K.
  • Camelot Portfolios first reported a position in ProShares Short QQQ in Q4 2022 and held it in 2 quarters.
  • Camelot Portfolios's ProShares Short QQQ position peaked at $663K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2023.

Based on Camelot Portfolios's 13F filing for Q2 2023, filed 25 Jul 2023.