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Dynamic Advisor Solutions’s ProShares Short QQQ PSQ Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-78,261
Closed -$5.76M – 792
2022
Q4 		$5.76M Sell
78,261
-73,802
-49% -$5.28M 0.39% 58
2022
Q3 		$11.3M Buy
+152,063
New +$10.1M 0.86% 19
2022
Q2 		– Sell
-16,585
Closed -$960K – 759
2022
Q1 		$960K Buy
+16,585
New +$995K 0.07% 277
2021
Q4 		– Sell
-107,492
Closed -$6.55M – 787
2021
Q3 		$6.55M Buy
107,492
+101,445
+1,678% +$6.04M 0.49% 40
2021
Q2 		$375K Sell
6,047
-267
-4% -$17.5K 0.03% 488
2021
Q1 		$439K Buy
6,314
+1,041
+20% +$73K 0.04% 411
2020
Q4 		$380K Sell
5,273
-38,260
-88% -$2.97M 0.04% 438
2020
Q3 		$3.6M Buy
+43,533
New +$3.75M 0.41% 64
2020
Q2 		– Sell
-17,101
Closed -$2.17M – 579
2020
Q1 		$2.17M Buy
+17,101
New +$2.09M 0.4% 63
2018
Q1 		– Sell
-7,731
Closed -$1.38M – 378
2017
Q4 		$1.38M Sell
7,731
-11,917
-61% -$2.17M 0.45% 78
2017
Q3 		$3.75M Buy
+19,648
New +$3.81M 1.48% 15
2016
Q2 		– Sell
-1,037
Closed -$273K – 210
2016
Q1 		$273K Buy
+1,037
New +$289K 0.12% 173
2015
Q4 		– Sell
-1,320
Closed -$383K – 214
2015
Q3 		$383K Buy
+1,320
New +$368K 0.19% 121
2015
Q1 		– Sell
-23,961
Closed -$7.13M – 209
2014
Q4 		$7.13M Buy
+23,961
New +$7.34M 3.82% 1

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $49.5M AUM 28.58% 1-Year Est. Return

Dynamic Advisor Solutions's PSQ Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of ProShares Short QQQ (PSQ) in Q1 2023, closing a stake of 78,261 shares — an estimated $5.76M sold.

Dynamic Advisor Solutions first reported a position in PSQ in Q4 2014 and held it in 14 quarters. The position peaked at $11.3M in Q3 2022. 134 funds tracked by Wall St. Rank hold PSQ as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining ProShares Short QQQ position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 78,261 ProShares Short QQQ shares in Q1 2023, an estimated $5.76M.
  • Dynamic Advisor Solutions first reported a position in ProShares Short QQQ in Q4 2014 and held it in 14 quarters.
  • Dynamic Advisor Solutions's ProShares Short QQQ position peaked at $11.3M in Q3 2022.
  • 134 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.