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

Lenox 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
2020 Q2	$106K	Hold	1,120	–	–	0.03%	194
2020 Q1	$142K	Hold	1,120	–	–	0.05%	164
2019 Q4	$138K	Hold	1,120	–	–	0.04%	185
2019 Q3	$155K	Hold	1,120	–	–	0.05%	157
2019 Q2	$158K	Hold	1,120	–	–	0.05%	149
2019 Q1	$165K	Hold	1,120	–	–	0.05%	137
2018 Q4	$193K	Hold	1,120	–	–	0.06%	119
2018 Q3	$164K	Hold	1,120	–	–	0.05%	158
2018 Q2	$178K	Hold	1,120	–	–	0.06%	144
2018 Q1	$191K	Hold	1,120	–	–	0.06%	127
2017 Q4	$199K	Hold	1,120	–	–	0.06%	133
2017 Q3	$213K	Hold	1,120	–	–	0.07%	130
2017 Q2	$227K	Buy	+1,120	New	+$228K	0.09%	125

Other funds holding PSQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

K.J. Harrison & Partners Toronto, Ontario, Canada $608M AUM 45.31% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return