Gofen & Glossberg
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Gofen & Glossberg’s ProShares Short QQQ PSQ Stock Holding History

Gofen & Glossberg’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
Q2 		– Sell
-13,000
Closed -$752K – 596
2022
Q1 		$752K Sell
13,000
-900
-6% -$54K 0.02% 276
2021
Q4 		$753K Buy
+13,900
New +$783K 0.02% 281

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gofen & Glossberg's PSQ Position: Q2 2022 in Review

Gofen & Glossberg sold out of ProShares Short QQQ (PSQ) in Q2 2022, closing a stake of 13,000 shares — an estimated $752K sold.

Gofen & Glossberg first reported a position in PSQ in Q4 2021 and held it in 2 quarters. The position peaked at $753K in Q4 2021. 136 funds tracked by Wall St. Rank hold PSQ as of Q2 2022.

  • Gofen & Glossberg reported no remaining ProShares Short QQQ position as of Q2 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 13,000 ProShares Short QQQ shares in Q2 2022, an estimated $752K.
  • Gofen & Glossberg first reported a position in ProShares Short QQQ in Q4 2021 and held it in 2 quarters.
  • Gofen & Glossberg's ProShares Short QQQ position peaked at $753K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.