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SWA
SOA Wealth Advisors’s
ProShares UltraPro Short QQQ
SQQQ
Stock Holding History
SOA Wealth Advisors’s Portfolio
SQQQ Stock Details
SQQQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Hold
0
–
-$8
–
904
2024
Q3
–
Hold
0
–
–
–
837
2024
Q2
–
Hold
0
–
–
–
850
2024
Q1
–
Hold
0
–
–
–
905
2023
Q4
–
Hold
0
–
–
–
903
2023
Q3
–
Hold
0
–
–
–
931
2023
Q2
–
Hold
0
–
–
–
928
2023
Q1
–
Hold
0
–
–
–
957
2022
Q4
–
Hold
0
–
–
–
954
2022
Q3
–
Hold
0
–
–
–
985
2022
Q2
–
Hold
0
–
–
–
1016
2022
Q1
–
Hold
0
–
–
–
1001
2021
Q4
–
Hold
0
–
–
–
981
2021
Q3
–
Hold
0
–
–
–
987
2021
Q2
–
Hold
0
–
–
–
962
Other funds holding SQQQ
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Citigroup
New York
$303B AUM
53.02%
1-Year Est. Return
JF
Jump Financial
Chicago, Illinois
$12.4B AUM
62.79%
1-Year Est. Return
SCM
Sollinda Capital Management
Miami, Florida
$468M AUM
15.7%
1-Year Est. Return
QFMHK
Q Fund Management (Hong Kong)
Hong Kong
$104M AUM
789.73%
1-Year Est. Return
Jane Street
New York
$1.21T AUM
78.12%
1-Year Est. Return
Squarepoint
New York
$90.5B AUM
33.95%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$1.28T AUM
58.89%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Simplex Trading
Chicago, Illinois
$171B AUM
85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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