Joule Financial’s ProShares Short QQQ PSQ Stock Holding History

Joule Financial’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
2024 Q4	–	Sell	-5,925	Closed	-$234K	–	114
2024 Q3	$234K	Buy	+5,925	New	+$244K	0.09%	99

Other funds holding PSQ

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Joule Financial's PSQ Position: Q4 2024 in Review

Joule Financial sold out of ProShares Short QQQ (PSQ) in Q4 2024, closing a stake of 5,925 shares — an estimated $234K sold.

Joule Financial first reported a position in PSQ in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 74 funds tracked by Wall St. Rank hold PSQ as of Q4 2024.

Joule Financial reported no remaining ProShares Short QQQ position as of Q4 2024 after selling out during the quarter.
Joule Financial sold 5,925 ProShares Short QQQ shares in Q4 2024, an estimated $234K.
Joule Financial first reported a position in ProShares Short QQQ in Q3 2024 and held it in 1 quarter.
Joule Financial's ProShares Short QQQ position peaked at $234K in Q3 2024.
74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2024.

Based on Joule Financial's 13F filing for Q4 2024, filed 15 Jan 2025.