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B. Riley Wealth Advisors’s ProShares Short QQQ PSQ Stock Holding History

B. Riley Wealth 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
2026
Q2 		– Sell
-6,869
Closed -$229K – 996
2026
Q1 		$229K Hold
6,869
– – 0.01% 673
2025
Q4 		$207K Sell
6,869
-8,929
-57% -$272K 0.01% 856
2025
Q3 		$490K Sell
15,798
-3,082
-16% -$101K 0.02% 536
2025
Q2 		$636K Sell
18,880
-29
-0.2% -$1.1K 0.03% 452
2025
Q1 		$768K Sell
18,909
-140
-0.7% -$5.3K 0.02% 591
2024
Q4 		$712K Sell
19,049
-14,221
-43% -$544K 0.02% 563
2024
Q3 		$1.33M Sell
33,270
-5,322
-14% -$219K 0.04% 427
2024
Q2 		$1.59M Sell
38,592
-47,699
-55% -$2.08M 0.04% 402
2024
Q1 		$4.7M Buy
86,291
+19,862
+30% +$905K 0.13% 165
2023
Q4 		$3.15M Sell
66,429
-19,862
-23% -$1.03M 0.08% 244
2023
Q3 		$4.7M Buy
86,291
+2,200
+3% +$117K 0.13% 165
2023
Q2 		$4.44M Sell
84,091
-5,217
-6% -$305K 0.1% 206
2023
Q1 		$5.44M Buy
89,308
+22,074
+33% +$1.47M 0.14% 158
2022
Q4 		$4.95M Buy
67,234
+22,171
+49% +$1.59M 0.14% 167
2022
Q3 		$3.36M Buy
+45,063
New +$3M 0.1% 208
2015
Q1 		– Sell
-78
Closed -$23K – 1635
2014
Q4 		$23K Buy
+78
New +$23.9K ﹤0.01% 2483
2014
Q3 		– Sell
-133
Closed -$44.4K – 1585
2014
Q2 		$44.4K Sell
133
-173
-57% -$61.1K 0.01% 1085
2014
Q1 		$111K Buy
+306
New +$111K 0.03% 587

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
HAM
Hedges Asset Management Reno, Nevada $152M AUM
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
SIM
Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

B. Riley Wealth Advisors's PSQ Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of ProShares Short QQQ (PSQ) in Q2 2026, closing a stake of 6,869 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in PSQ in Q1 2014 and held it in 18 quarters. The position peaked at $5.44M in Q1 2023. 77 funds tracked by Wall St. Rank hold PSQ as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining ProShares Short QQQ position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,869 ProShares Short QQQ shares in Q2 2026, an estimated $229K.
  • B. Riley Wealth Advisors first reported a position in ProShares Short QQQ in Q1 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's ProShares Short QQQ position peaked at $5.44M in Q1 2023.
  • 77 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.