IA
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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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $56.9M AUM 49.15% 1-Year Est. Return