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Moneta Group Investment Advisors’s ProShares Short QQQ PSQ Stock Holding History

Moneta Group Investment Advisors’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
2023
Q2 		– Sell
-12,286
Closed -$748K – 566
2023
Q1 		$748K Buy
+12,286
New +$819K 0.02% 255

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Moneta Group Investment Advisors's PSQ Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of ProShares Short QQQ (PSQ) in Q2 2023, closing a stake of 12,286 shares — an estimated $748K sold.

Moneta Group Investment Advisors first reported a position in PSQ in Q1 2023 and held it in 1 quarter. The position peaked at $748K in Q1 2023. 134 funds tracked by Wall St. Rank hold PSQ as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining ProShares Short QQQ position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 12,286 ProShares Short QQQ shares in Q2 2023, an estimated $748K.
  • Moneta Group Investment Advisors first reported a position in ProShares Short QQQ in Q1 2023 and held it in 1 quarter.
  • Moneta Group Investment Advisors's ProShares Short QQQ position peaked at $748K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.