Financial Architects (New Jersey)’s ProShares Short QQQ PSQ Stock Holding History

Financial Architects (New Jersey)’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
2022 Q4	–	Sell	-2,868	Closed	-$214K	–	326
2022 Q3	$214K	Buy	+2,868	New	+$191K	0.04%	293
2019 Q3	–	Sell	-60	Closed	-$8K	–	1136
2019 Q2	$8K	Buy	+60	New	+$8.64K	﹤0.01%	935
2018 Q3	–	Sell	-120	Closed	-$19K	–	1490
2018 Q2	$19K	Buy	+120	New	+$19.6K	﹤0.01%	822
2013 Q4	–	Sell	-5	Closed	-$2K	–	454
2013 Q3	$2K	Buy	+5	New	+$2.14K	﹤0.01%	696

Other funds holding PSQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSN

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

TGCMU

Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Muhlenkamp & Co Wexford, Pennsylvania $380M AUM 43.74% 1-Year Est. Return

LCM

Lattice Capital Management Kirkland, Washington $56.9M AUM 49.15% 1-Year Est. Return

Financial Architects (New Jersey)'s PSQ Position: Q4 2022 in Review

Financial Architects (New Jersey) sold out of ProShares Short QQQ (PSQ) in Q4 2022, closing a stake of 2,868 shares — an estimated $214K sold.

Financial Architects (New Jersey) first reported a position in PSQ in Q3 2013 and held it in 4 quarters. The position peaked at $214K in Q3 2022. 149 funds tracked by Wall St. Rank hold PSQ as of Q4 2022.

Financial Architects (New Jersey) reported no remaining ProShares Short QQQ position as of Q4 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,868 ProShares Short QQQ shares in Q4 2022, an estimated $214K.
Financial Architects (New Jersey) first reported a position in ProShares Short QQQ in Q3 2013 and held it in 4 quarters.
Financial Architects (New Jersey)'s ProShares Short QQQ position peaked at $214K in Q3 2022.
149 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2022, filed 7 Feb 2023.