HCR Wealth Advisors’s ProShares Short QQQ PSQ Stock Holding History

HCR 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	$376K	Sell	15,000 -6,000	-29%	-$163K	0.03%	187
2026 Q1	$676K	Buy	+21,000	New	+$645K	0.07%	131
2025 Q3	–	Sell	-7,800	Closed	-$263K	–	249
2025 Q2	$263K	Buy	+7,800	New	+$295K	0.03%	199
2023 Q3	–	Sell	-131,162	Closed	-$6.93M	–	187
2023 Q2	$6.93M	Sell	131,162 -7,940	-6%	-$465K	1.28%	13
2023 Q1	$8.47M	Sell	139,102 -946	-0.7%	-$63.1K	1.68%	10
2022 Q4	$10.3M	Buy	140,048 +4,068	+3%	+$291K	2.16%	10
2022 Q3	$10.1M	Buy	135,980 +47,894	+54%	+$3.19M	2.16%	10
2022 Q2	$6.34M	Buy	+88,086	New	+$5.87M	1.27%	12
2020 Q4	–	Sell	-40,132	Closed	-$3.32M	–	274
2020 Q3	$3.32M	Sell	40,132 -39,438	-50%	-$3.39M	0.76%	22
2020 Q2	$7.47M	Buy	79,570 +2,636	+3%	+$281K	1.75%	9
2020 Q1	$9.77M	Buy	76,934 +62,053	+417%	+$7.58M	2.8%	8
2019 Q4	$1.83M	Sell	14,881 -2,862	-16%	-$375K	0.44%	42
2019 Q3	$2.46M	Buy	17,743 +1,158	+7%	+$161K	0.82%	24
2019 Q2	$2.34M	Sell	16,585 -904	-5%	-$130K	0.67%	27
2019 Q1	$2.95M	Buy	+17,489	New	+$2.74M	0.85%	24

Other funds holding PSQ

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

HCR Wealth Advisors's PSQ Position: Q2 2026 in Review

HCR Wealth Advisors reduced its ProShares Short QQQ (PSQ) stake by 29% in Q2 2026, selling an estimated $163K and leaving 15,000 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #187.

HCR Wealth Advisors first reported a position in PSQ in Q1 2019 and has held it in 15 quarters since. The position peaked at $10.3M in Q4 2022. 78 funds tracked by Wall St. Rank hold PSQ as of Q2 2026.

HCR Wealth Advisors held 15,000 shares of ProShares Short QQQ worth $376K as of Q2 2026.
HCR Wealth Advisors sold 6,000 ProShares Short QQQ shares in Q2 2026, an estimated $163K.
ProShares Short QQQ made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #187 holding.
HCR Wealth Advisors first reported a position in ProShares Short QQQ in Q1 2019 and has held it in 15 quarters since.
HCR Wealth Advisors's ProShares Short QQQ position peaked at $10.3M in Q4 2022.
78 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2026.

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