N.E.W. Advisory Services’s PSQ Holdings PSQH Stock Holding History

N.E.W. Advisory Services’s Portfolio PSQH Stock Details PSQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$715	Buy	118 +13	+12%	+$115	﹤0.01%	950
2026 Q1	$834	Buy	105 +26	+33%	+$309	﹤0.01%	886
2025 Q4	$1.22K	Buy	79 +12	+18%	+$297	﹤0.01%	837
2025 Q3	$1.93K	Buy	67 +10	+18%	+$305	﹤0.01%	745
2025 Q2	$1.74K	Buy	57 +10	+21%	+$306	﹤0.01%	751
2025 Q1	$1.6K	Buy	+47	New	+$2.39K	﹤0.01%	809

Other funds holding PSQH

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KWM

KMT Wealth Management El Segundo, California $118M AUM 26.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

CFO

CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

N.E.W. Advisory Services's PSQH Position: Q2 2026 in Review

N.E.W. Advisory Services increased its PSQ Holdings (PSQH) stake by 12% in Q2 2026, buying an estimated $115 and bringing the position to 118 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #950.

N.E.W. Advisory Services first reported a position in PSQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93K in Q3 2025. 30 funds tracked by Wall St. Rank hold PSQH as of Q2 2026.

N.E.W. Advisory Services held 118 shares of PSQ Holdings worth $715 as of Q2 2026.
N.E.W. Advisory Services bought 13 PSQ Holdings shares in Q2 2026, an estimated $115.
PSQ Holdings made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #950 holding.
N.E.W. Advisory Services first reported a position in PSQ Holdings in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's PSQ Holdings position peaked at $1.93K in Q3 2025.
30 funds tracked by Wall St. Rank held PSQ Holdings as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.