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EverSource Wealth Advisors’s ProShares Short QQQ PSQ Stock Holding History

EverSource Wealth 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
2023
Q4 		– Sell
-6
Closed -$335 – 2722
2023
Q3 		$335 Hold
6
– – ﹤0.01% 2427
2023
Q2 		$321 Hold
6
– – ﹤0.01% 2392
2023
Q1 		$365 Buy
+6
New +$400 ﹤0.01% 2280

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

EverSource Wealth Advisors's PSQ Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of ProShares Short QQQ (PSQ) in Q4 2023, closing a stake of 6 shares — an estimated $335 sold.

EverSource Wealth Advisors first reported a position in PSQ in Q1 2023 and held it in 3 quarters. The position peaked at $365 in Q1 2023. 109 funds tracked by Wall St. Rank hold PSQ as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining ProShares Short QQQ position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6 ProShares Short QQQ shares in Q4 2023, an estimated $335.
  • EverSource Wealth Advisors first reported a position in ProShares Short QQQ in Q1 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's ProShares Short QQQ position peaked at $365 in Q1 2023.
  • 109 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.