Creative Planning’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-540	Closed	-$716	–	4094
2025 Q3	$716	Buy	+540	New	+$47.9K	﹤0.01%	3897
2024 Q2	–	Sell	-8	Closed	-$109	–	3165
2024 Q1	$109	Buy	+8	New	+$2.36K	﹤0.01%	2913
2021 Q2	–	Sell	-232	Closed	-$12K	–	2533
2021 Q1	$12K	Buy	232 +88	+61%	+$152K	﹤0.01%	2471
2020 Q4	$31K	Buy	144 +141	+4,700%	+$342K	﹤0.01%	2150
2020 Q3	$1K	Sell	3 -5	-63%	-$17.4K	﹤0.01%	2128
2020 Q2	$2K	Buy	+8	New	+$56.3K	﹤0.01%	1961

Other funds holding SQQQ

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

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

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Creative Planning's SQQQ Position: Q2 2026 in Review

Creative Planning sold out of ProShares UltraPro Short QQQ (SQQQ) in Q2 2026, closing a stake of 93,308 shares — an estimated $7.51M sold.

Creative Planning first reported a position in SQQQ in Q3 2015 and held it in 21 quarters. The position peaked at $7.51M in Q1 2026. 82 funds tracked by Wall St. Rank hold SQQQ as of Q2 2026.

Creative Planning reported no remaining ProShares UltraPro Short QQQ position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 93,308 ProShares UltraPro Short QQQ shares in Q2 2026, an estimated $7.51M.
Creative Planning first reported a position in ProShares UltraPro Short QQQ in Q3 2015 and held it in 21 quarters.
Creative Planning's ProShares UltraPro Short QQQ position peaked at $7.51M in Q1 2026.
82 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.