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Sage Advisory Services’s ProShares Short QQQ PSQ Stock Holding History

Sage Advisory Services’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
2021
Q3 		– Sell
-9,258
Closed -$574K – 60
2021
Q2 		$574K Buy
+9,258
New +$608K 0.16% 48

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $91.1M AUM 33.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Sage Advisory Services's PSQ Position: Q3 2021 in Review

Sage Advisory Services sold out of ProShares Short QQQ (PSQ) in Q3 2021, closing a stake of 9,258 shares — an estimated $574K sold.

Sage Advisory Services first reported a position in PSQ in Q2 2021 and held it in 1 quarter. The position peaked at $574K in Q2 2021. 84 funds tracked by Wall St. Rank hold PSQ as of Q3 2021.

  • Sage Advisory Services reported no remaining ProShares Short QQQ position as of Q3 2021 after selling out during the quarter.
  • Sage Advisory Services sold 9,258 ProShares Short QQQ shares in Q3 2021, an estimated $574K.
  • Sage Advisory Services first reported a position in ProShares Short QQQ in Q2 2021 and held it in 1 quarter.
  • Sage Advisory Services's ProShares Short QQQ position peaked at $574K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2021.

Based on Sage Advisory Services's 13F filing for Q3 2021, filed 25 Oct 2021.