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IFP Advisors’s ProShares Short QQQ PSQ Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-39
Closed -$6K – 4195
2022
Q4 		$6K Buy
39
+38
+3,800% +$2.72K ﹤0.01% 3720
2022
Q3 		$1K Hold
1
– – ﹤0.01% 4651
2022
Q2 		$1K Hold
1
– – ﹤0.01% 4423
2022
Q1 		$1K Buy
+1
New +$60 ﹤0.01% 4421
2019
Q4 		– Sell
-2,722
Closed -$357K – 3061
2019
Q3 		$380K Buy
+2,722
New +$378K 0.03% 561
2018
Q4 		– Sell
-100
Closed -$15K – 3797
2018
Q3 		$15K Sell
100
-5
-5% -$754 ﹤0.01% 2621
2018
Q2 		$17K Sell
105
-469
-82% -$76.5K ﹤0.01% 2580
2018
Q1 		$102K Hold
574
– – ﹤0.01% 1376
2017
Q4 		$102K Sell
574
-279
-33% -$50.7K ﹤0.01% 1389
2017
Q3 		$163K Buy
853
+170
+25% +$33K 0.01% 1272
2017
Q2 		$138K Buy
683
+139
+26% +$28.2K 0.01% 1341
2017
Q1 		$115K Sell
544
-405
-43% -$88.9K 0.01% 1412
2016
Q4 		$224K Sell
949
-261
-22% -$62.3K 0.01% 993
2016
Q3 		$288K Buy
1,210
+592
+96% +$146K 0.02% 833
2016
Q2 		$163K Buy
+618
New +$164K 0.01% 1081
2016
Q1 		– Sell
-464
Closed -$121K – 3180
2015
Q4 		$121K Buy
+464
New +$122K 0.01% 1068

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $49.5M AUM 28.58% 1-Year Est. Return

IFP Advisors's PSQ Position: Q1 2023 in Review

IFP Advisors sold out of ProShares Short QQQ (PSQ) in Q1 2023, closing a stake of 39 shares — an estimated $6K sold.

IFP Advisors first reported a position in PSQ in Q4 2015 and held it in 16 quarters. The position peaked at $380K in Q3 2019. 134 funds tracked by Wall St. Rank hold PSQ as of Q1 2023.

  • IFP Advisors reported no remaining ProShares Short QQQ position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 39 ProShares Short QQQ shares in Q1 2023, an estimated $6K.
  • IFP Advisors first reported a position in ProShares Short QQQ in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's ProShares Short QQQ position peaked at $380K in Q3 2019.
  • 134 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.