IPC
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Independent Portfolio Consultants’s ProShares Short QQQ PSQ Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1.71M Buy
+8,428
New +$1.71M 0.71% 17
2016
Q4 		– Sell
-8,271
Closed -$1.97M – 851
2016
Q3 		$1.97M Sell
8,271
-12,840
-61% -$3.16M 0.62% 23
2016
Q2 		$5.58M Buy
+21,111
New +$5.59M 1.76% 2
2015
Q3 		– Sell
-614
Closed -$173K – 851
2015
Q2 		$173K Buy
+614
New +$171K 0.03% 389

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $2.24B AUM 17.11% 1-Year Est. Return