Corient Private Wealth
PSQ icon

Corient Private Wealth’s ProShares Short QQQ PSQ Stock Holding History

Corient Private Wealth’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
2025
Q3 		– Sell
-12,672
Closed -$427K – 2652
2025
Q2 		$427K Buy
+12,672
New +$480K ﹤0.01% 1789

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GCC
Game Creek Capital Boston, Massachusetts $283M AUM 84.92% 1-Year Est. Return

Corient Private Wealth's PSQ Position: Q3 2025 in Review

Corient Private Wealth sold out of ProShares Short QQQ (PSQ) in Q3 2025, closing a stake of 12,672 shares — an estimated $427K sold.

Corient Private Wealth first reported a position in PSQ in Q2 2025 and held it in 1 quarter. The position peaked at $427K in Q2 2025. 74 funds tracked by Wall St. Rank hold PSQ as of Q3 2025.

  • Corient Private Wealth reported no remaining ProShares Short QQQ position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 12,672 ProShares Short QQQ shares in Q3 2025, an estimated $427K.
  • Corient Private Wealth first reported a position in ProShares Short QQQ in Q2 2025 and held it in 1 quarter.
  • Corient Private Wealth's ProShares Short QQQ position peaked at $427K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.