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Valeo Financial Advisors’s ProShares Short QQQ PSQ Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-40
Closed -$3K – 1808
2020
Q3 		$3K Hold
40
– – ﹤0.01% 1362
2020
Q2 		$4K Buy
+40
New +$4.27K ﹤0.01% 1609

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
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
KJHP
K.J. Harrison & Partners Toronto, Ontario, Canada $608M AUM 45.31% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Valeo Financial Advisors's PSQ Position: Q4 2020 in Review

Valeo Financial Advisors sold out of ProShares Short QQQ (PSQ) in Q4 2020, closing a stake of 40 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in PSQ in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 72 funds tracked by Wall St. Rank hold PSQ as of Q4 2020.

  • Valeo Financial Advisors reported no remaining ProShares Short QQQ position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 40 ProShares Short QQQ shares in Q4 2020, an estimated $3K.
  • Valeo Financial Advisors first reported a position in ProShares Short QQQ in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's ProShares Short QQQ position peaked at $4K in Q2 2020.
  • 72 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.