CAPTRUST Financial Advisors
PSQ icon

CAPTRUST Financial Advisors’s ProShares Short QQQ PSQ Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		– Sell
-2,196
Closed -$96.2K – 2238
2024
Q1 		$96.2K Buy
+2,196
New +$100K ﹤0.01% 2062
2023
Q1 		– Sell
-2,516
Closed -$185K – 2366
2022
Q4 		$185K Sell
2,516
-4,400
-64% -$315K ﹤0.01% 1961
2022
Q3 		$516K Buy
+6,916
New +$461K ﹤0.01% 1230
2021
Q2 		– Sell
-20
Closed -$1K – 4630
2021
Q1 		$1K Hold
20
– – ﹤0.01% 4223
2020
Q4 		$1K Hold
20
– – ﹤0.01% 3296
2020
Q3 		$2K Hold
20
– – ﹤0.01% 2796
2020
Q2 		$2K Buy
+20
New +$2.13K ﹤0.01% 2624
2013
Q3 		– Sell
-10
Closed -$5K – 199
2013
Q2 		$5K Buy
+10
New +$4.61K ﹤0.01% 167

Other funds holding PSQ

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OPOWM
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IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $205M AUM 37.96% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return