McKinley Carter Wealth Services’s ProShares Short QQQ PSQ Stock Holding History

McKinley Carter Wealth Services’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
2024 Q1	–	Sell	-14,450	Closed	-$685K	–	306
2023 Q4	$685K	Buy	14,450 +285	+2%	+$14.8K	0.05%	174
2023 Q3	$771K	Buy	14,165 +184	+1%	+$9.75K	0.06%	164
2023 Q2	$739K	Buy	13,981 +185	+1%	+$10.8K	0.06%	173
2023 Q1	$840K	Sell	13,796 -7,806	-36%	-$520K	0.07%	159
2022 Q4	$1.59M	Buy	21,602 +74	+0.3%	+$5.29K	0.13%	112
2022 Q3	$1.61M	Buy	21,528 +17,449	+428%	+$1.16M	0.15%	99
2022 Q2	$294K	Buy	+4,079	New	+$272K	0.03%	244

Other funds holding PSQ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

UWM

Udine Wealth Management Boca Raton, Florida $205M AUM 37.96% 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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

McKinley Carter Wealth Services's PSQ Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of ProShares Short QQQ (PSQ) in Q1 2024, closing a stake of 14,450 shares — an estimated $685K sold.

McKinley Carter Wealth Services first reported a position in PSQ in Q2 2022 and held it in 7 quarters. The position peaked at $1.61M in Q3 2022. 74 funds tracked by Wall St. Rank hold PSQ as of Q1 2024.

McKinley Carter Wealth Services reported no remaining ProShares Short QQQ position as of Q1 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 14,450 ProShares Short QQQ shares in Q1 2024, an estimated $685K.
McKinley Carter Wealth Services first reported a position in ProShares Short QQQ in Q2 2022 and held it in 7 quarters.
McKinley Carter Wealth Services's ProShares Short QQQ position peaked at $1.61M in Q3 2022.
74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.