Creative Planning’s PSQ Holdings PSQH Stock Holding History

Creative Planning’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 Q4	–	Sell	-10	Closed	-$1.38K	–	3017
2023 Q3	$1.38K	Buy	+10	New	+$1.78K	﹤0.01%	2825

Other funds holding PSQH

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JCM

JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PIWA

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

Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Creative Planning's PSQH Position: Q4 2023 in Review

Creative Planning sold out of PSQ Holdings (PSQH) in Q4 2023, closing a stake of 10 shares — an estimated $1.38K sold.

Creative Planning first reported a position in PSQH in Q3 2023 and held it in 1 quarter. The position peaked at $1.38K in Q3 2023. 54 funds tracked by Wall St. Rank hold PSQH as of Q4 2023.

Creative Planning reported no remaining PSQ Holdings position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 10 PSQ Holdings shares in Q4 2023, an estimated $1.38K.
Creative Planning first reported a position in PSQ Holdings in Q3 2023 and held it in 1 quarter.
Creative Planning's PSQ Holdings position peaked at $1.38K in Q3 2023.
54 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.