Wealthstreet Investment Advisors’s ProShares Short QQQ PSQ Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-7,900	Closed	-$549K	–	265
2021 Q1	$549K	Sell	7,900 -4,600	-37%	-$323K	0.05%	240
2020 Q4	$901K	Buy	12,500 +7,400	+145%	+$575K	0.09%	172
2020 Q3	$422K	Buy	+5,100	New	+$439K	0.05%	241

Other funds holding PSQ

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

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

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return