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WMG Financial Advisors’s ProShares Short QQQ PSQ Stock Holding History

WMG Financial 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
2022
Q2 		– Sell
-2,740
Closed -$159K – 172
2022
Q1 		$159K Buy
+2,740
New +$164K 0.12% 167

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMG Financial Advisors's PSQ Position: Q2 2022 in Review

WMG Financial Advisors sold out of ProShares Short QQQ (PSQ) in Q2 2022, closing a stake of 2,740 shares — an estimated $159K sold.

WMG Financial Advisors first reported a position in PSQ in Q1 2022 and held it in 1 quarter. The position peaked at $159K in Q1 2022. 136 funds tracked by Wall St. Rank hold PSQ as of Q2 2022.

  • WMG Financial Advisors reported no remaining ProShares Short QQQ position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 2,740 ProShares Short QQQ shares in Q2 2022, an estimated $159K.
  • WMG Financial Advisors first reported a position in ProShares Short QQQ in Q1 2022 and held it in 1 quarter.
  • WMG Financial Advisors's ProShares Short QQQ position peaked at $159K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.