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Fiduciary Alliance’s ProShares Short QQQ PSQ Stock Holding History

Fiduciary Alliance’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
-9,593
Closed -$455K – 205
2023
Q4 		$455K Sell
9,593
-559
-6% -$29K 0.09% 116
2023
Q3 		$553K Buy
10,152
+13
+0.1% +$689 0.13% 101
2023
Q2 		$536K Buy
+10,139
New +$593K 0.12% 99

Other funds holding PSQ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $205M AUM 37.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Fiduciary Alliance's PSQ Position: Q1 2024 in Review

Fiduciary Alliance sold out of ProShares Short QQQ (PSQ) in Q1 2024, closing a stake of 9,593 shares — an estimated $455K sold.

Fiduciary Alliance first reported a position in PSQ in Q2 2023 and held it in 3 quarters. The position peaked at $553K in Q3 2023. 74 funds tracked by Wall St. Rank hold PSQ as of Q1 2024.

  • Fiduciary Alliance reported no remaining ProShares Short QQQ position as of Q1 2024 after selling out during the quarter.
  • Fiduciary Alliance sold 9,593 ProShares Short QQQ shares in Q1 2024, an estimated $455K.
  • Fiduciary Alliance first reported a position in ProShares Short QQQ in Q2 2023 and held it in 3 quarters.
  • Fiduciary Alliance's ProShares Short QQQ position peaked at $553K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2024.

Based on Fiduciary Alliance's 13F filing for Q1 2024, filed 17 Apr 2024.