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

FOCUS 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
-2,305
Closed -$125K – 62
2023
Q3 		$125K Hold
2,305
– – 0.09% 62
2023
Q2 		$122K Sell
2,305
-44,461
-95% -$2.6M 0.08% 55
2023
Q1 		$2.85M Sell
46,766
-358
-0.8% -$23.9K 1.87% 15
2022
Q4 		$3.47M Buy
47,124
+2,268
+5% +$162K 2.4% 12
2022
Q3 		$3.35M Buy
+44,856
New +$2.99M 2.37% 13

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 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 $8.83B AUM 38.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

FOCUS Wealth Advisors sold out of ProShares Short QQQ (PSQ) in Q4 2023, closing a stake of 2,305 shares — an estimated $125K sold.

FOCUS Wealth Advisors first reported a position in PSQ in Q3 2022 and held it in 5 quarters. The position peaked at $3.47M in Q4 2022. 109 funds tracked by Wall St. Rank hold PSQ as of Q4 2023.

  • FOCUS Wealth Advisors reported no remaining ProShares Short QQQ position as of Q4 2023 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 2,305 ProShares Short QQQ shares in Q4 2023, an estimated $125K.
  • FOCUS Wealth Advisors first reported a position in ProShares Short QQQ in Q3 2022 and held it in 5 quarters.
  • FOCUS Wealth Advisors's ProShares Short QQQ position peaked at $3.47M in Q4 2022.
  • 109 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.