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Foundations Investment Advisors’s ProShares Short QQQ PSQ Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-6,485
Closed -$218K – 1081
2025
Q2 		$218K Buy
6,485
+846
+15% +$32K ﹤0.01% 857
2025
Q1 		$229K Buy
+5,639
New +$213K ﹤0.01% 789
2024
Q2 		– Sell
-3,980
Closed -$174K – 789
2024
Q1 		$174K Buy
+3,980
New +$181K ﹤0.01% 685

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GCC
Game Creek Capital Boston, Massachusetts $301M AUM 48.93% 1-Year Est. Return