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

NEIRG 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
2022
Q4 		– Sell
-222,690
Closed -$16.6M – 152
2022
Q3 		$16.6M Buy
+222,690
New +$14.8M 3.32% 6

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MC
Muhlenkamp & Co Wexford, Pennsylvania $345M AUM 34.25% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $49.5M AUM 28.58% 1-Year Est. Return

NEIRG Wealth Management's PSQ Position: Q4 2022 in Review

NEIRG Wealth Management sold out of ProShares Short QQQ (PSQ) in Q4 2022, closing a stake of 222,690 shares — an estimated $16.6M sold.

NEIRG Wealth Management first reported a position in PSQ in Q3 2022 and held it in 1 quarter. The position peaked at $16.6M in Q3 2022. 149 funds tracked by Wall St. Rank hold PSQ as of Q4 2022.

  • NEIRG Wealth Management reported no remaining ProShares Short QQQ position as of Q4 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 222,690 ProShares Short QQQ shares in Q4 2022, an estimated $16.6M.
  • NEIRG Wealth Management first reported a position in ProShares Short QQQ in Q3 2022 and held it in 1 quarter.
  • NEIRG Wealth Management's ProShares Short QQQ position peaked at $16.6M in Q3 2022.
  • 149 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2022.

Based on NEIRG Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.