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Planning Capital Management Corporation’s ProShares Short QQQ PSQ Stock Holding History

Planning Capital Management Corporation’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
Q3 		$103K Sell
2,600
-300
-10% -$12.4K 0.07% 131
2024
Q2 		$117K Buy
+2,900
New +$127K 0.08% 125
2024
Q1 		– Sell
-6,740
Closed -$319K – 690
2023
Q4 		$319K Buy
+6,740
New +$349K 0.25% 59

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Planning Capital Management Corporation's PSQ Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its ProShares Short QQQ (PSQ) stake by 10% in Q3 2024, selling an estimated $12.4K and leaving 2,600 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #131.

Planning Capital Management Corporation first reported a position in PSQ in Q4 2023 and has held it in 3 quarters since. The position peaked at $319K in Q4 2023. 85 funds tracked by Wall St. Rank hold PSQ as of Q3 2024.

  • Planning Capital Management Corporation held 2,600 shares of ProShares Short QQQ worth $103K as of Q3 2024.
  • Planning Capital Management Corporation sold 300 ProShares Short QQQ shares in Q3 2024, an estimated $12.4K.
  • ProShares Short QQQ made up 0.07% of Planning Capital Management Corporation's portfolio in Q3 2024, its #131 holding.
  • Planning Capital Management Corporation first reported a position in ProShares Short QQQ in Q4 2023 and has held it in 3 quarters since.
  • Planning Capital Management Corporation's ProShares Short QQQ position peaked at $319K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.