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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $91.1M AUM 33.34% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return