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Rothschild Capital Partners’s ProShares Short QQQ PSQ Stock Holding History

Rothschild Capital Partners’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
2023
Q4 		– Sell
-6,437
Closed -$350K – 40
2023
Q3 		$350K Hold
6,437
– – 0.14% 26
2023
Q2 		$340K Hold
6,437
– – 0.13% 27
2023
Q1 		$392K Hold
6,437
– – 0.16% 28
2022
Q4 		$473K Buy
+6,437
New +$460K 0.2% 30

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KWM
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JF
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Rothschild Capital Partners's PSQ Position: Q4 2023 in Review

Rothschild Capital Partners sold out of ProShares Short QQQ (PSQ) in Q4 2023, closing a stake of 6,437 shares — an estimated $350K sold.

Rothschild Capital Partners first reported a position in PSQ in Q4 2022 and held it in 4 quarters. The position peaked at $473K in Q4 2022. 109 funds tracked by Wall St. Rank hold PSQ as of Q4 2023.

  • Rothschild Capital Partners reported no remaining ProShares Short QQQ position as of Q4 2023 after selling out during the quarter.
  • Rothschild Capital Partners sold 6,437 ProShares Short QQQ shares in Q4 2023, an estimated $350K.
  • Rothschild Capital Partners first reported a position in ProShares Short QQQ in Q4 2022 and held it in 4 quarters.
  • Rothschild Capital Partners's ProShares Short QQQ position peaked at $473K in Q4 2022.
  • 109 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2023.

Based on Rothschild Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.