Kerntke Otto McGlone Wealth Management Group’s ProShares Short QQQ PSQ Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q2	–	Sell	-4,386	Closed	-$267K	–	64
2023 Q1	$267K	Buy	4,386 +31	+0.7%	+$2.07K	0.27%	52
2022 Q4	$321K	Buy	+4,355	New	+$311K	0.37%	44
2022 Q3	–	Sell	-2,362	Closed	-$170K	–	56
2022 Q2	$170K	Buy	+2,362	New	+$157K	0.25%	51

Other funds holding PSQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's PSQ Position: Q2 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of ProShares Short QQQ (PSQ) in Q2 2023, closing a stake of 4,386 shares — an estimated $267K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in PSQ in Q2 2022 and held it in 3 quarters. The position peaked at $321K in Q4 2022. 134 funds tracked by Wall St. Rank hold PSQ as of Q2 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining ProShares Short QQQ position as of Q2 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 4,386 ProShares Short QQQ shares in Q2 2023, an estimated $267K.
Kerntke Otto McGlone Wealth Management Group first reported a position in ProShares Short QQQ in Q2 2022 and held it in 3 quarters.
Kerntke Otto McGlone Wealth Management Group's ProShares Short QQQ position peaked at $321K in Q4 2022.
134 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2023, filed 9 Aug 2023.