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Institutional & Family Asset Management’s ProShares Short QQQ PSQ Stock Holding History

Institutional & Family Asset Management’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
2019
Q3 		– Sell
-260
Closed -$37K – 871
2019
Q2 		$37K Buy
+260
New +$37.4K 0.01% 345

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Institutional & Family Asset Management's PSQ Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of ProShares Short QQQ (PSQ) in Q3 2019, closing a stake of 260 shares — an estimated $37K sold.

Institutional & Family Asset Management first reported a position in PSQ in Q2 2019 and held it in 1 quarter. The position peaked at $37K in Q2 2019. 53 funds tracked by Wall St. Rank hold PSQ as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining ProShares Short QQQ position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 260 ProShares Short QQQ shares in Q3 2019, an estimated $37K.
  • Institutional & Family Asset Management first reported a position in ProShares Short QQQ in Q2 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Short QQQ position peaked at $37K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.