Heritage Wealth Management (Arizona)’s ProShares Short QQQ PSQ Stock Holding History

Heritage Wealth Management (Arizona)’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	$765	Buy	10 +5	+100%	+$358	﹤0.01%	1039
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1084
2022 Q2	$374	Sell	5 -8	-62%	-$533	﹤0.01%	955
2022 Q1	$1K	Buy	+13	New	+$780	﹤0.01%	952
2021 Q3	$1K	Sell	13 -69	-84%	-$4.11K	﹤0.01%	864
2021 Q2	$5K	Sell	82 -47	-36%	-$3.09K	﹤0.01%	754
2021 Q1	$9K	Buy	+129	New	+$9.05K	0.01%	592

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

Heritage Wealth Management (Arizona)'s PSQ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ProShares Short QQQ (PSQ) stake by 100% in Q4 2022, buying an estimated $358 and bringing the position to 10 shares worth $765. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Heritage Wealth Management (Arizona) first reported a position in PSQ in Q1 2021 and has held it in 7 quarters since. The position peaked at $9K in Q1 2021. 149 funds tracked by Wall St. Rank hold PSQ as of Q4 2022.

Heritage Wealth Management (Arizona) held 10 shares of ProShares Short QQQ worth $765 as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5 ProShares Short QQQ shares in Q4 2022, an estimated $358.
ProShares Short QQQ made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1039 holding.
Heritage Wealth Management (Arizona) first reported a position in ProShares Short QQQ in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s ProShares Short QQQ position peaked at $9K in Q1 2021.
149 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.