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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Creative Planning's SQQQ Position: Q3 2026 in Review

Creative Planning opened a new position in ProShares UltraPro Short QQQ (SQQQ) in Q3 2026: 20,341 shares worth $700K. The stake represents ﹤0.01% of the portfolio and ranks #3017 among its holdings. This is a return to the name: Creative Planning previously reported a position in SQQQ as recently as Q1 2026.

Creative Planning first reported a position in SQQQ in Q3 2015 and has held it in 22 quarters since. The position peaked at $7.51M in Q1 2026. 34 funds tracked by Wall St. Rank hold SQQQ as of Q3 2026.

Creative Planning held 20,341 shares of ProShares UltraPro Short QQQ worth $700K as of Q3 2026.
ProShares UltraPro Short QQQ was a new Creative Planning position in Q3 2026.
ProShares UltraPro Short QQQ made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3017 holding.
Creative Planning first reported a position in ProShares UltraPro Short QQQ in Q3 2015 and has held it in 22 quarters since.
Creative Planning's ProShares UltraPro Short QQQ position peaked at $7.51M in Q1 2026.
34 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.