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ICA Group Wealth Management’s PSQ Holdings PSQH Stock Holding History

ICA Group Wealth Management’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$905 Hold
16
– – ﹤0.01% 732
2024
Q1 		$1.29K Hold
16
– – ﹤0.01% 1220
2023
Q4 		$1.26K Buy
+16
New +$1.44K ﹤0.01% 1215

Other funds holding PSQH

AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICA Group Wealth Management's PSQH Position: Q2 2024 in Review

ICA Group Wealth Management held its PSQ Holdings (PSQH) position steady in Q2 2024 at 16 shares worth $905. The position accounts for ﹤0.01% of the portfolio, ranked #732.

ICA Group Wealth Management first reported a position in PSQH in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.29K in Q1 2024. 53 funds tracked by Wall St. Rank hold PSQH as of Q2 2024.

  • ICA Group Wealth Management held 16 shares of PSQ Holdings worth $905 as of Q2 2024.
  • ICA Group Wealth Management left its PSQ Holdings share count unchanged in Q2 2024.
  • PSQ Holdings made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #732 holding.
  • ICA Group Wealth Management first reported a position in PSQ Holdings in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's PSQ Holdings position peaked at $1.29K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held PSQ Holdings as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.