Steward Partners Investment Advisory
PSQ icon

Steward Partners Investment Advisory’s ProShares Short QQQ PSQ Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-140
Closed -$8.53K – 3376
2023
Q1 		$8.53K Buy
+140
New +$9.33K ﹤0.01% 2597

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Steward Partners Investment Advisory's PSQ Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of ProShares Short QQQ (PSQ) in Q2 2023, closing a stake of 140 shares — an estimated $8.53K sold.

Steward Partners Investment Advisory first reported a position in PSQ in Q1 2023 and held it in 1 quarter. The position peaked at $8.53K in Q1 2023. 134 funds tracked by Wall St. Rank hold PSQ as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining ProShares Short QQQ position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 140 ProShares Short QQQ shares in Q2 2023, an estimated $8.53K.
  • Steward Partners Investment Advisory first reported a position in ProShares Short QQQ in Q1 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's ProShares Short QQQ position peaked at $8.53K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.