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WealthShield Partners’s ProShares Short QQQ PSQ Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-1,200
Closed -$74K – 605
2021
Q2 		$74K Buy
+1,200
New +$78.9K 0.01% 405
2021
Q1 		– Sell
-6,000
Closed -$432K – 1174
2020
Q4 		$432K Hold
6,000
– – 0.08% 190
2020
Q3 		$497K Hold
6,000
– – 0.17% 130
2020
Q2 		$570K Buy
6,000
+5,000
+500% +$533K 0.26% 90
2020
Q1 		$127K Buy
+1,000
New +$122K 0.08% 168

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $84.3M AUM 23.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

WealthShield Partners's PSQ Position: Q3 2021 in Review

WealthShield Partners sold out of ProShares Short QQQ (PSQ) in Q3 2021, closing a stake of 1,200 shares — an estimated $74K sold.

WealthShield Partners first reported a position in PSQ in Q1 2020 and held it in 5 quarters. The position peaked at $570K in Q2 2020. 84 funds tracked by Wall St. Rank hold PSQ as of Q3 2021.

  • WealthShield Partners reported no remaining ProShares Short QQQ position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,200 ProShares Short QQQ shares in Q3 2021, an estimated $74K.
  • WealthShield Partners first reported a position in ProShares Short QQQ in Q1 2020 and held it in 5 quarters.
  • WealthShield Partners's ProShares Short QQQ position peaked at $570K in Q2 2020.
  • 84 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.