Carson Wealth (CWM LLC)
SQQQ icon

Carson Wealth (CWM LLC)’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$3.22K Buy
+40
New +$2.84K ﹤0.01% 5164
2025
Q2 		– Sell
-5,301
Closed -$1.02M – 5297
2025
Q1 		$1.02M Buy
+5,301
New +$838K ﹤0.01% 1118
2024
Q2 		– Sell
-68
Closed -$18K – 4920
2024
Q1 		$18K Buy
+68
New +$20.1K ﹤0.01% 2986
2022
Q4 		– Hold
0
– – – 4242
2022
Q3 		– Hold
0
– – – 4173

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Citigroup
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Goldman Sachs
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TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SQQQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in ProShares UltraPro Short QQQ (SQQQ) in Q1 2026: 40 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #5164 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in SQQQ as recently as Q1 2025.

Carson Wealth (CWM LLC) first reported a position in SQQQ in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2025. 76 funds tracked by Wall St. Rank hold SQQQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40 shares of ProShares UltraPro Short QQQ worth $3.22K as of Q1 2026.
  • ProShares UltraPro Short QQQ was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • ProShares UltraPro Short QQQ made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5164 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares UltraPro Short QQQ in Q1 2024 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares UltraPro Short QQQ position peaked at $1.02M in Q1 2025.
  • 76 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.