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Gladstone Institutional Advisory’s ProShares Short QQQ PSQ Stock Holding History

Gladstone Institutional Advisory’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
-3,132
Closed -$234K – 679
2022
Q3 		$234K Sell
3,132
-67
-2% -$4.47K 0.02% 550
2022
Q2 		$230K Buy
+3,199
New +$213K 0.02% 573

Other funds holding PSQ

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

Gladstone Institutional Advisory's PSQ Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of ProShares Short QQQ (PSQ) in Q4 2022, closing a stake of 3,132 shares — an estimated $234K sold.

Gladstone Institutional Advisory first reported a position in PSQ in Q2 2022 and held it in 2 quarters. The position peaked at $234K in Q3 2022. 149 funds tracked by Wall St. Rank hold PSQ as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining ProShares Short QQQ position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,132 ProShares Short QQQ shares in Q4 2022, an estimated $234K.
  • Gladstone Institutional Advisory first reported a position in ProShares Short QQQ in Q2 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's ProShares Short QQQ position peaked at $234K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.