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Surience Private Wealth’s ProShares Short QQQ PSQ Stock Holding History

Surience Private Wealth’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
Q3 		– Sell
-128,876
Closed -$5.22M – 34
2024
Q2 		$5.22M Buy
+128,876
New +$5.62M 6.71% 4

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Surience Private Wealth's PSQ Position: Q3 2024 in Review

Surience Private Wealth sold out of ProShares Short QQQ (PSQ) in Q3 2024, closing a stake of 128,876 shares — an estimated $5.22M sold.

Surience Private Wealth first reported a position in PSQ in Q2 2024 and held it in 1 quarter. The position peaked at $5.22M in Q2 2024. 85 funds tracked by Wall St. Rank hold PSQ as of Q3 2024.

  • Surience Private Wealth reported no remaining ProShares Short QQQ position as of Q3 2024 after selling out during the quarter.
  • Surience Private Wealth sold 128,876 ProShares Short QQQ shares in Q3 2024, an estimated $5.22M.
  • Surience Private Wealth first reported a position in ProShares Short QQQ in Q2 2024 and held it in 1 quarter.
  • Surience Private Wealth's ProShares Short QQQ position peaked at $5.22M in Q2 2024.
  • 85 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2024.

Based on Surience Private Wealth's 13F filing for Q3 2024, filed 21 Oct 2024.