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Custom Portfolio Group’s ProShares Short QQQ PSQ Stock Holding History

Custom Portfolio Group’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
-1,254
Closed -$59.4K – 242
2023
Q4 		$59.4K Buy
+1,254
New +$64.9K 0.05% 86

Other funds holding PSQ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Custom Portfolio Group's PSQ Position: Q1 2024 in Review

Custom Portfolio Group sold out of ProShares Short QQQ (PSQ) in Q1 2024, closing a stake of 1,254 shares — an estimated $59.4K sold.

Custom Portfolio Group first reported a position in PSQ in Q4 2023 and held it in 1 quarter. The position peaked at $59.4K in Q4 2023. 74 funds tracked by Wall St. Rank hold PSQ as of Q1 2024.

  • Custom Portfolio Group reported no remaining ProShares Short QQQ position as of Q1 2024 after selling out during the quarter.
  • Custom Portfolio Group sold 1,254 ProShares Short QQQ shares in Q1 2024, an estimated $59.4K.
  • Custom Portfolio Group first reported a position in ProShares Short QQQ in Q4 2023 and held it in 1 quarter.
  • Custom Portfolio Group's ProShares Short QQQ position peaked at $59.4K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2024.

Based on Custom Portfolio Group's 13F filing for Q1 2024, filed 27 Aug 2024.