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Strategic Wealth Partners’s ProShares Short QQQ PSQ Stock Holding History

Strategic Wealth 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
-6,753
Closed -$368K – 294
2023
Q3 		$368K Sell
6,753
-1,633
-19% -$86.5K 0.05% 227
2023
Q2 		$443K Buy
8,386
+3,558
+74% +$208K 0.06% 215
2023
Q1 		$294K Sell
4,828
-817
-14% -$54.5K 0.05% 216
2022
Q4 		$415K Buy
5,645
+2,158
+62% +$154K 0.08% 185
2022
Q3 		$260K Buy
+3,487
New +$233K 0.06% 234
2022
Q2 		– Sell
-4,565
Closed -$264K – 274
2022
Q1 		$264K Buy
+4,565
New +$274K 0.05% 223

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
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
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
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

Strategic Wealth Partners's PSQ Position: Q4 2023 in Review

Strategic Wealth Partners sold out of ProShares Short QQQ (PSQ) in Q4 2023, closing a stake of 6,753 shares — an estimated $368K sold.

Strategic Wealth Partners first reported a position in PSQ in Q1 2022 and held it in 6 quarters. The position peaked at $443K in Q2 2023. 109 funds tracked by Wall St. Rank hold PSQ as of Q4 2023.

  • Strategic Wealth Partners reported no remaining ProShares Short QQQ position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 6,753 ProShares Short QQQ shares in Q4 2023, an estimated $368K.
  • Strategic Wealth Partners first reported a position in ProShares Short QQQ in Q1 2022 and held it in 6 quarters.
  • Strategic Wealth Partners's ProShares Short QQQ position peaked at $443K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2023.

Based on Strategic Wealth Partners's 13F filing for Q4 2023, filed 20 May 2024.