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Summit Wealth Group’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

Summit Wealth Group’s Portfolio SQQQ Stock Details SQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-600
Closed -$111K – 103
2024
Q3 		$111K Sell
600
-320
-35% -$67.6K 0.03% 97
2024
Q2 		$190K Buy
+920
New +$235K 0.06% 95

Other funds holding SQQQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
QFMHK
Q Fund Management (Hong Kong) Hong Kong $41.7M AUM 639.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Summit Wealth Group's SQQQ Position: Q4 2024 in Review

Summit Wealth Group sold out of ProShares UltraPro Short QQQ (SQQQ) in Q4 2024, closing a stake of 600 shares — an estimated $111K sold.

Summit Wealth Group first reported a position in SQQQ in Q2 2024 and held it in 2 quarters. The position peaked at $190K in Q2 2024. 68 funds tracked by Wall St. Rank hold SQQQ as of Q4 2024.

  • Summit Wealth Group reported no remaining ProShares UltraPro Short QQQ position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Group sold 600 ProShares UltraPro Short QQQ shares in Q4 2024, an estimated $111K.
  • Summit Wealth Group first reported a position in ProShares UltraPro Short QQQ in Q2 2024 and held it in 2 quarters.
  • Summit Wealth Group's ProShares UltraPro Short QQQ position peaked at $190K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q4 2024.

Based on Summit Wealth Group's 13F filing for Q4 2024, filed 4 Feb 2025.