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Kimelman & Baird’s ProShares Short QQQ PSQ Stock Holding History

Kimelman & Baird’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
2024
Q4 		– Sell
-160
Closed -$6.31K – 366
2024
Q3 		$6.31K Hold
160
– – ﹤0.01% 285
2024
Q2 		$6.48K Buy
+160
New +$6.98K ﹤0.01% 287

Other funds holding PSQ

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
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
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Kimelman & Baird's PSQ Position: Q4 2024 in Review

Kimelman & Baird sold out of ProShares Short QQQ (PSQ) in Q4 2024, closing a stake of 160 shares — an estimated $6.31K sold.

Kimelman & Baird first reported a position in PSQ in Q2 2024 and held it in 2 quarters. The position peaked at $6.48K in Q2 2024. 74 funds tracked by Wall St. Rank hold PSQ as of Q4 2024.

  • Kimelman & Baird reported no remaining ProShares Short QQQ position as of Q4 2024 after selling out during the quarter.
  • Kimelman & Baird sold 160 ProShares Short QQQ shares in Q4 2024, an estimated $6.31K.
  • Kimelman & Baird first reported a position in ProShares Short QQQ in Q2 2024 and held it in 2 quarters.
  • Kimelman & Baird's ProShares Short QQQ position peaked at $6.48K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2024.

Based on Kimelman & Baird's 13F filing for Q4 2024, filed 10 Feb 2025.