PPW
PSQ icon

Pasadena Private Wealth’s ProShares Short QQQ PSQ Stock Holding History

Pasadena Private Wealth’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
Q2 		– Sell
-97,204
Closed -$5.63M – 113
2022
Q1 		$5.63M Buy
+97,204
New +$5.83M 1.83% 13
2021
Q1 		– Sell
-198,803
Closed -$14.3M – 98
2020
Q4 		$14.3M Buy
198,803
+68,628
+53% +$5.33M 5.41% 5
2020
Q3 		$10.8M Buy
+130,175
New +$11.2M 4.18% 6

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return