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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's PSQ Position: Q4 2019 in Review

Leicht Financial Planning & Wealth Management sold out of ProShares Short QQQ (PSQ) in Q4 2019, closing a stake of 7,634 shares — an estimated $1.06M sold.

Leicht Financial Planning & Wealth Management first reported a position in PSQ in Q4 2018 and held it in 4 quarters. The position peaked at $1.06M in Q3 2019. 42 funds tracked by Wall St. Rank hold PSQ as of Q4 2019.

Leicht Financial Planning & Wealth Management reported no remaining ProShares Short QQQ position as of Q4 2019 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 7,634 ProShares Short QQQ shares in Q4 2019, an estimated $1.06M.
Leicht Financial Planning & Wealth Management first reported a position in ProShares Short QQQ in Q4 2018 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's ProShares Short QQQ position peaked at $1.06M in Q3 2019.
42 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.