Kovitz Investment Group Partners’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,005
Closed -$1.85M 1257
2024
Q3
$1.85M Buy
+10,005
New +$2.11M 0.01% 501

Other funds holding SQQQ

Kovitz Investment Group Partners's SQQQ Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of ProShares UltraPro Short QQQ (SQQQ) in Q4 2024, closing a stake of 10,005 shares — an estimated $1.85M sold.

Kovitz Investment Group Partners first reported a position in SQQQ in Q3 2024 and held it in 1 quarter. The position peaked at $1.85M in Q3 2024. 68 funds tracked by Wall St. Rank hold SQQQ as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining ProShares UltraPro Short QQQ position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,005 ProShares UltraPro Short QQQ shares in Q4 2024, an estimated $1.85M.
  • Kovitz Investment Group Partners first reported a position in ProShares UltraPro Short QQQ in Q3 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's ProShares UltraPro Short QQQ position peaked at $1.85M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.