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WCG Wealth Advisors’s ProShares Short QQQ PSQ Stock Holding History

WCG Wealth Advisors’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
Q4 		– Sell
-15,384
Closed -$607K – 313
2024
Q3 		$607K Sell
15,384
-10,885
-41% -$448K 0.04% 255
2024
Q2 		$1.06M Sell
26,269
-6,571
-20% -$287K 0.08% 191
2024
Q1 		$1.44M Sell
32,840
-1,402
-4% -$63.9K 0.12% 150
2023
Q4 		$1.62M Sell
34,242
-369
-1% -$19.1K 0.12% 155
2023
Q3 		$1.89M Buy
+34,611
New +$1.83M 0.14% 140

Other funds holding PSQ

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

WCG Wealth Advisors's PSQ Position: Q4 2024 in Review

WCG Wealth Advisors sold out of ProShares Short QQQ (PSQ) in Q4 2024, closing a stake of 15,384 shares — an estimated $607K sold.

WCG Wealth Advisors first reported a position in PSQ in Q3 2023 and held it in 5 quarters. The position peaked at $1.89M in Q3 2023. 74 funds tracked by Wall St. Rank hold PSQ as of Q4 2024.

  • WCG Wealth Advisors reported no remaining ProShares Short QQQ position as of Q4 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 15,384 ProShares Short QQQ shares in Q4 2024, an estimated $607K.
  • WCG Wealth Advisors first reported a position in ProShares Short QQQ in Q3 2023 and held it in 5 quarters.
  • WCG Wealth Advisors's ProShares Short QQQ position peaked at $1.89M in Q3 2023.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.