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SMA
Sage Mountain Advisors’s
PSQ Holdings
PSQH
Stock Holding History
Sage Mountain Advisors’s Portfolio
PSQH Stock Details
PSQH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$38.4K
Sell
4,825
-18
-0.4%
-$214
﹤0.01%
252
2025
Q4
$74.8K
Sell
4,843
-19
-0.4%
-$471
﹤0.01%
517
2025
Q3
$139K
Hold
4,862
–
–
0.01%
478
2025
Q2
$149K
Buy
4,862
+37
+0.8%
+$1.13K
0.01%
421
2025
Q1
$166K
Hold
4,825
–
–
0.01%
384
2024
Q4
$329K
Hold
4,825
–
–
0.02%
276
2024
Q3
$178K
Hold
4,825
–
–
0.02%
389
2024
Q2
$273K
Hold
4,825
–
–
0.03%
275
2024
Q1
$389K
Hold
4,825
–
–
0.04%
196
2023
Q4
$379K
Hold
4,825
–
–
0.04%
165
2023
Q3
$657K
Buy
+4,825
New
+$859K
0.09%
95
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$4.04T AUM
HIS
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$1.61T AUM
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1-Year Est. Return
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$564B AUM
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1-Year Est. Return
VFT
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$396B AUM
CBU
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Chicago, Illinois
$74B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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