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

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 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

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

FFN

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

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lenox Wealth Management's PSQ Position: Q2 2020 in Review

Lenox Wealth Management held its ProShares Short QQQ (PSQ) position steady in Q2 2020 at 1,120 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #194.

Lenox Wealth Management first reported a position in PSQ in Q2 2017 and has held it in 13 quarters since. The position peaked at $227K in Q2 2017. 68 funds tracked by Wall St. Rank hold PSQ as of Q2 2020.

Lenox Wealth Management held 1,120 shares of ProShares Short QQQ worth $106K as of Q2 2020.
Lenox Wealth Management left its ProShares Short QQQ share count unchanged in Q2 2020.
ProShares Short QQQ made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #194 holding.
Lenox Wealth Management first reported a position in ProShares Short QQQ in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's ProShares Short QQQ position peaked at $227K in Q2 2017.
68 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.