LFPWM
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Leicht Financial Planning & Wealth Management’s ProShares Short QQQ PSQ Stock Holding History

Leicht Financial Planning & 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
2019
Q4 		– Sell
-7,634
Closed -$1.06M – 66
2019
Q3 		$1.06M Buy
7,634
+2,676
+54% +$372K 1.01% 28
2019
Q2 		$699K Sell
4,958
-286
-5% -$41.2K 0.68% 35
2019
Q1 		$771K Buy
5,244
+1,557
+42% +$244K 0.79% 31
2018
Q4 		$634K Buy
+3,687
New +$596K 0.84% 29

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return