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Valeo Financial Advisors’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

Valeo Financial Advisors’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
2023
Q1 		– Sell
-160
Closed -$216K – 672
2022
Q4 		$216K Hold
160
– – 0.01% 467
2022
Q3 		$245K Buy
+160
New +$183K 0.02% 400

Other funds holding SQQQ

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
HM
HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return

Valeo Financial Advisors's SQQQ Position: Q1 2023 in Review

Valeo Financial Advisors sold out of ProShares UltraPro Short QQQ (SQQQ) in Q1 2023, closing a stake of 160 shares — an estimated $216K sold.

Valeo Financial Advisors first reported a position in SQQQ in Q3 2022 and held it in 2 quarters. The position peaked at $245K in Q3 2022. 116 funds tracked by Wall St. Rank hold SQQQ as of Q1 2023.

  • Valeo Financial Advisors reported no remaining ProShares UltraPro Short QQQ position as of Q1 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 160 ProShares UltraPro Short QQQ shares in Q1 2023, an estimated $216K.
  • Valeo Financial Advisors first reported a position in ProShares UltraPro Short QQQ in Q3 2022 and held it in 2 quarters.
  • Valeo Financial Advisors's ProShares UltraPro Short QQQ position peaked at $245K in Q3 2022.
  • 116 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.