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Lake Hills Wealth Management’s ProShares Short QQQ PSQ Stock Holding History

Lake Hills 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
Q3 		– Sell
-168,937
Closed -$8.93M – 41
2023
Q2 		$8.93M Buy
168,937
+73,192
+76% +$4.28M 9.73% 2
2023
Q1 		$5.83M Buy
95,745
+39,180
+69% +$2.61M 6.08% 4
2022
Q4 		$4.16M Buy
+56,565
New +$4.04M 4.15% 8
2022
Q3 		– Sell
-76,209
Closed -$5.08M – 39
2022
Q2 		$5.49M Buy
76,209
+33,338
+78% +$2.22M 4.06% 9
2022
Q1 		$2.48M Buy
+42,871
New +$2.57M 1.78% 16

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Lake Hills Wealth Management's PSQ Position: Q3 2023 in Review

Lake Hills Wealth Management sold out of ProShares Short QQQ (PSQ) in Q3 2023, closing a stake of 168,937 shares — an estimated $8.93M sold.

Lake Hills Wealth Management first reported a position in PSQ in Q1 2022 and held it in 5 quarters. The position peaked at $8.93M in Q2 2023. 126 funds tracked by Wall St. Rank hold PSQ as of Q3 2023.

  • Lake Hills Wealth Management reported no remaining ProShares Short QQQ position as of Q3 2023 after selling out during the quarter.
  • Lake Hills Wealth Management sold 168,937 ProShares Short QQQ shares in Q3 2023, an estimated $8.93M.
  • Lake Hills Wealth Management first reported a position in ProShares Short QQQ in Q1 2022 and held it in 5 quarters.
  • Lake Hills Wealth Management's ProShares Short QQQ position peaked at $8.93M in Q2 2023.
  • 126 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2023.

Based on Lake Hills Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.