WFA of San Diego’s ProShares Short QQQ PSQ Stock Holding History

WFA of San Diego’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
2026 Q2	–	Sell	-70	Closed	-$2.25K	–	307
2026 Q1	$2.25K	Sell	70 -10	-13%	-$307	﹤0.01%	355
2025 Q4	$2.42K	Sell	80 -230	-74%	-$7.01K	﹤0.01%	361
2025 Q3	$9.62K	Buy	310 +155	+100%	+$5.07K	0.01%	327
2025 Q2	$5.22K	Buy	+155	New	+$5.87K	﹤0.01%	357
2024 Q3	$986	Buy	+25	New	+$1.03K	﹤0.01%	389

Other funds holding PSQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

RCP

Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $152M AUM

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

SIM

Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

WFA of San Diego's PSQ Position: Q2 2026 in Review

WFA of San Diego sold out of ProShares Short QQQ (PSQ) in Q2 2026, closing a stake of 70 shares — an estimated $2.25K sold.

WFA of San Diego first reported a position in PSQ in Q3 2024 and held it in 5 quarters. The position peaked at $9.62K in Q3 2025. 77 funds tracked by Wall St. Rank hold PSQ as of Q2 2026.

WFA of San Diego reported no remaining ProShares Short QQQ position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 70 ProShares Short QQQ shares in Q2 2026, an estimated $2.25K.
WFA of San Diego first reported a position in ProShares Short QQQ in Q3 2024 and held it in 5 quarters.
WFA of San Diego's ProShares Short QQQ position peaked at $9.62K in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.