WR Wealth Planners’s ProShares Short QQQ PSQ Stock Holding History

WR Wealth Planners’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	$4K	Hold	107	–	–	﹤0.01%	738
2024 Q3	$4.22K	Hold	107	–	–	﹤0.01%	769
2024 Q2	$4.33K	Sell	107 -1	-0.9%	-$44	﹤0.01%	745
2024 Q1	$4.71K	Buy	+108	New	+$4.92K	﹤0.01%	730
2022 Q4	–	Sell	-10	Closed	-$761	–	532
2022 Q3	$761	Sell	10 -275	-96%	-$18.3K	﹤0.01%	432
2022 Q2	$20.5K	Hold	285	–	–	0.01%	223
2022 Q1	$16.5K	Buy	+285	New	+$17.1K	0.01%	250

Other funds holding PSQ

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

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

WR Wealth Planners's PSQ Position: Q4 2024 in Review

WR Wealth Planners held its ProShares Short QQQ (PSQ) position steady in Q4 2024 at 107 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

WR Wealth Planners first reported a position in PSQ in Q1 2022 and has held it in 7 quarters since. The position peaked at $20.5K in Q2 2022. 74 funds tracked by Wall St. Rank hold PSQ as of Q4 2024.

WR Wealth Planners held 107 shares of ProShares Short QQQ worth $4K as of Q4 2024.
WR Wealth Planners left its ProShares Short QQQ share count unchanged in Q4 2024.
ProShares Short QQQ made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #738 holding.
WR Wealth Planners first reported a position in ProShares Short QQQ in Q1 2022 and has held it in 7 quarters since.
WR Wealth Planners's ProShares Short QQQ position peaked at $20.5K in Q2 2022.
74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.