Kingsview Wealth Management’s ProShares Short QQQ PSQ Stock Holding History

Kingsview Wealth 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
2023 Q4	–	Sell	-2,590	Closed	-$141K	–	1009
2023 Q3	$141K	Hold	2,590	–	–	0.01%	903
2023 Q2	$137K	Hold	2,590	–	–	0.01%	875
2023 Q1	$158K	Hold	2,590	–	–	0.01%	836
2022 Q4	$191K	Buy	+2,590	New	+$185K	0.01%	797
2021 Q3	–	Sell	-4,450	Closed	-$276K	–	988
2021 Q2	$276K	Sell	4,450 -1,588	-26%	-$104K	0.01%	722
2021 Q1	$413K	Buy	+6,038	New	+$424K	0.02%	554
2020 Q4	–	Sell	-3,233	Closed	-$268K	–	770
2020 Q3	$268K	Buy	+3,233	New	+$278K	0.02%	502
2020 Q2	–	Sell	-11,900	Closed	-$1.51M	–	646
2020 Q1	$1.51M	Buy	+11,900	New	+$1.45M	0.2%	124
2019 Q4	–	Sell	-2,098	Closed	-$291K	–	519
2019 Q3	$291K	Buy	+2,098	New	+$292K	0.05%	340
2019 Q2	–	Sell	-3,334	Closed	-$490K	–	505
2019 Q1	$490K	Buy	3,334 +344	+12%	+$53.8K	0.07%	270
2018 Q4	$514K	Buy	+2,990	New	+$483K	0.11%	217

Other funds holding PSQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return

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

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Kingsview Wealth Management's PSQ Position: Q4 2023 in Review

Kingsview Wealth Management sold out of ProShares Short QQQ (PSQ) in Q4 2023, closing a stake of 2,590 shares — an estimated $141K sold.

Kingsview Wealth Management first reported a position in PSQ in Q4 2018 and held it in 11 quarters. The position peaked at $1.51M in Q1 2020. 109 funds tracked by Wall St. Rank hold PSQ as of Q4 2023.

Kingsview Wealth Management reported no remaining ProShares Short QQQ position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 2,590 ProShares Short QQQ shares in Q4 2023, an estimated $141K.
Kingsview Wealth Management first reported a position in ProShares Short QQQ in Q4 2018 and held it in 11 quarters.
Kingsview Wealth Management's ProShares Short QQQ position peaked at $1.51M in Q1 2020.
109 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.