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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
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
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MC
Muhlenkamp & Co Wexford, Pennsylvania $345M AUM 34.25% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $49.5M AUM 28.58% 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.