PFGIA
PSQ icon

Patriot Financial Group Insurance Agency’s ProShares Short QQQ PSQ Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,039
Closed -$144K – 504
2023
Q4 		$144K Buy
3,039
+27
+0.9% +$1.4K 0.03% 440
2023
Q3 		$164K Sell
3,012
-176
-6% -$9.32K 0.03% 432
2023
Q2 		$169K Sell
3,188
-67
-2% -$3.92K 0.03% 438
2023
Q1 		$198K Buy
+3,255
New +$217K 0.04% 425
2022
Q2 		– Sell
-1
Closed – – 2144
2022
Q1 		$0 Sell
1
-100
-99% -$6K ﹤0.01% 2204
2021
Q4 		$5K Buy
101
+100
+10,000% +$5.63K ﹤0.01% 1719
2021
Q3 		$0 Sell
1
-300
-100% -$17.9K ﹤0.01% 2219
2021
Q2 		$19K Hold
301
– – ﹤0.01% 1212
2021
Q1 		$21K Sell
301
-35
-10% -$2.46K ﹤0.01% 1067
2020
Q4 		$24K Hold
336
– – 0.01% 917
2020
Q3 		$28K Buy
+336
New +$28.9K 0.01% 691

Other funds holding PSQ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
JF
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
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PSQ Position: Q1 2024 in Review

Patriot Financial Group Insurance Agency sold out of ProShares Short QQQ (PSQ) in Q1 2024, closing a stake of 3,039 shares — an estimated $144K sold.

Patriot Financial Group Insurance Agency first reported a position in PSQ in Q3 2020 and held it in 11 quarters. The position peaked at $198K in Q1 2023. 74 funds tracked by Wall St. Rank hold PSQ as of Q1 2024.

  • Patriot Financial Group Insurance Agency reported no remaining ProShares Short QQQ position as of Q1 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,039 ProShares Short QQQ shares in Q1 2024, an estimated $144K.
  • Patriot Financial Group Insurance Agency first reported a position in ProShares Short QQQ in Q3 2020 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's ProShares Short QQQ position peaked at $198K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2024, filed 30 Apr 2024.