Spectrum Planning & Advisory Services’s ProShares Short QQQ PSQ Stock Holding History

Spectrum Planning & 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
2023 Q4	$339K	Hold	7,150	–	–	0.48%	33
2023 Q3	$389K	Sell	7,150 -880	-11%	-$46.6K	0.61%	27
2023 Q2	$423K	Hold	8,030	–	–	0.63%	24
2023 Q1	$489K	Hold	8,030	–	–	0.79%	23
2022 Q4	$591K	Buy	8,030 +892	+12%	+$63.8K	0.81%	24
2022 Q3	$533K	Buy	+7,138	New	+$476K	0.54%	32

Other funds holding PSQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Spectrum Planning & Advisory Services's PSQ Position: Q4 2023 in Review

Spectrum Planning & Advisory Services held its ProShares Short QQQ (PSQ) position steady in Q4 2023 at 7,150 shares worth $339K. The position accounts for 0.48% of the portfolio, ranked #33.

Spectrum Planning & Advisory Services first reported a position in PSQ in Q3 2022 and has held it in 6 quarters since. The position peaked at $591K in Q4 2022. 109 funds tracked by Wall St. Rank hold PSQ as of Q4 2023.

Spectrum Planning & Advisory Services held 7,150 shares of ProShares Short QQQ worth $339K as of Q4 2023.
Spectrum Planning & Advisory Services left its ProShares Short QQQ share count unchanged in Q4 2023.
ProShares Short QQQ made up 0.48% of Spectrum Planning & Advisory Services's portfolio in Q4 2023, its #33 holding.
Spectrum Planning & Advisory Services first reported a position in ProShares Short QQQ in Q3 2022 and has held it in 6 quarters since.
Spectrum Planning & Advisory Services's ProShares Short QQQ position peaked at $591K in Q4 2022.
109 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2023.

Based on Spectrum Planning & Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.