WIA
PSQ icon

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealthstreet Investment Advisors's PSQ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of ProShares Short QQQ (PSQ) in Q2 2021, closing a stake of 7,900 shares — an estimated $549K sold.

Wealthstreet Investment Advisors first reported a position in PSQ in Q3 2020 and held it in 3 quarters. The position peaked at $901K in Q4 2020. 76 funds tracked by Wall St. Rank hold PSQ as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining ProShares Short QQQ position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,900 ProShares Short QQQ shares in Q2 2021, an estimated $549K.
  • Wealthstreet Investment Advisors first reported a position in ProShares Short QQQ in Q3 2020 and held it in 3 quarters.
  • Wealthstreet Investment Advisors's ProShares Short QQQ position peaked at $901K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.