Financial Advocates Investment Management’s PSQ Holdings PSQH Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-685	Closed	-$21.1K	–	450
2025 Q2	$21.1K	Sell	685 -13	-2%	-$398	﹤0.01%	624
2025 Q1	$24K	Hold	698	–	–	﹤0.01%	712
2024 Q4	$47.5K	Sell	698 -23	-3%	-$1.08K	﹤0.01%	736
2024 Q3	$26.6K	Sell	721 -60	-8%	-$2.6K	﹤0.01%	764
2024 Q2	$44.2K	Sell	781 -60	-7%	-$3.53K	﹤0.01%	727
2024 Q1	$67.9K	Buy	841 +15	+2%	+$1.12K	﹤0.01%	748
2023 Q4	$65K	Buy	+826	New	+$74.6K	﹤0.01%	712

Other funds holding PSQH

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

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Advocates Investment Management's PSQH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of PSQ Holdings (PSQH) in Q3 2025, closing a stake of 685 shares — an estimated $21.1K sold.

Financial Advocates Investment Management first reported a position in PSQH in Q4 2023 and held it in 7 quarters. The position peaked at $67.9K in Q1 2024. 67 funds tracked by Wall St. Rank hold PSQH as of Q3 2025.

Financial Advocates Investment Management reported no remaining PSQ Holdings position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 685 PSQ Holdings shares in Q3 2025, an estimated $21.1K.
Financial Advocates Investment Management first reported a position in PSQ Holdings in Q4 2023 and held it in 7 quarters.
Financial Advocates Investment Management's PSQ Holdings position peaked at $67.9K in Q1 2024.
67 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.