Institute for Wealth Management’s ProShares Short QQQ PSQ Stock Holding History

Institute for Wealth Management’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	$577	Buy	+23	New	+$625	﹤0.01%	1694

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

Institute for Wealth Management's PSQ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ProShares Short QQQ (PSQ) in Q2 2026: 23 shares worth $577. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings.

77 funds tracked by Wall St. Rank hold PSQ as of Q2 2026.

Institute for Wealth Management held 23 shares of ProShares Short QQQ worth $577 as of Q2 2026.
ProShares Short QQQ was a new Institute for Wealth Management position in Q2 2026.
ProShares Short QQQ made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1694 holding.
77 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.