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

B. Riley Wealth Advisors’s Portfolio SQQQ Stock Details SQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-578
Closed -$296K – 1586
2024
Q1 		$296K Sell
578
-977
-63% -$289K 0.01% 1044
2023
Q4 		$523K Buy
1,555
+977
+169% +$425K 0.01% 785
2023
Q3 		$296K Buy
578
+16
+3% +$7.5K 0.01% 1044
2023
Q2 		$266K Buy
+562
New +$364K 0.01% 1190

Other funds holding SQQQ

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return

B. Riley Wealth Advisors's SQQQ Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of ProShares UltraPro Short QQQ (SQQQ) in Q2 2024, closing a stake of 578 shares — an estimated $296K sold.

B. Riley Wealth Advisors first reported a position in SQQQ in Q2 2023 and held it in 4 quarters. The position peaked at $523K in Q4 2023. 96 funds tracked by Wall St. Rank hold SQQQ as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining ProShares UltraPro Short QQQ position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 578 ProShares UltraPro Short QQQ shares in Q2 2024, an estimated $296K.
  • B. Riley Wealth Advisors first reported a position in ProShares UltraPro Short QQQ in Q2 2023 and held it in 4 quarters.
  • B. Riley Wealth Advisors's ProShares UltraPro Short QQQ position peaked at $523K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.