WA
PSQ icon

WFG Advisors’s ProShares Short QQQ PSQ Stock Holding History

WFG 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
2017
Q2 		$40K Buy
+200
New +$40.6K 0.01% 754
2015
Q1 		– Sell
-35
Closed -$10K – 2003
2014
Q4 		$10K Buy
+35
New +$10.7K ﹤0.01% 1466
2014
Q2 		– Sell
-10
Closed -$4K – 2049
2014
Q1 		$4K Buy
+10
New +$3.61K ﹤0.01% 1682
2013
Q4 		– Sell
-13
Closed -$5K – 2294
2013
Q3 		$5K Buy
+13
New +$5.56K ﹤0.01% 1746

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return