EverSource Wealth Advisors’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

EverSource Wealth Advisors’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 Q2	$363K	Buy	+9,999	New	+$483K	0.01%	710
2026 Q1	–	Sell	-200	Closed	-$13.7K	–	4497
2025 Q4	$13.7K	Sell	200 -7,712	-97%	-$545K	﹤0.01%	2632
2025 Q3	$602K	Buy	7,912 +4,612	+140%	+$409K	0.02%	433
2025 Q2	$323K	Buy	3,300 +1,000	+43%	+$143K	0.01%	640
2025 Q1	$441K	Buy	+2,300	New	+$364K	0.02%	409
2024 Q4	–	Sell	-82	Closed	-$15.1K	–	3812
2024 Q3	$15.1K	Hold	82	–	–	﹤0.01%	1639
2024 Q2	$17.6K	Buy	+82	New	+$20.9K	﹤0.01%	1569
2024 Q1	–	Hold	0	–	–	–	2858
2023 Q4	–	Sell	-1	Closed	-$435	–	2612
2023 Q3	$397	Hold	1	–	–	﹤0.01%	2418
2023 Q2	$287	Hold	1	–	–	﹤0.01%	2400
2023 Q1	$440	Buy	+1	New	+$983	﹤0.01%	2249

Other funds holding SQQQ

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EverSource Wealth Advisors's SQQQ Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in ProShares UltraPro Short QQQ (SQQQ) in Q2 2026: 9,999 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SQQQ as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in SQQQ in Q1 2023 and has held it in 10 quarters since. The position peaked at $602K in Q3 2025. 21 funds tracked by Wall St. Rank hold SQQQ as of Q2 2026.

EverSource Wealth Advisors held 9,999 shares of ProShares UltraPro Short QQQ worth $363K as of Q2 2026.
ProShares UltraPro Short QQQ was a new EverSource Wealth Advisors position in Q2 2026.
ProShares UltraPro Short QQQ made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #710 holding.
EverSource Wealth Advisors first reported a position in ProShares UltraPro Short QQQ in Q1 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's ProShares UltraPro Short QQQ position peaked at $602K in Q3 2025.
21 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.