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 Q3	–	Sell	-9,999	Closed	-$363K	–	4661
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%	1568
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 $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 24.25% 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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

EverSource Wealth Advisors's SQQQ Position: Q3 2026 in Review

EverSource Wealth Advisors sold out of ProShares UltraPro Short QQQ (SQQQ) in Q3 2026, closing a stake of 9,999 shares — an estimated $363K sold.

EverSource Wealth Advisors first reported a position in SQQQ in Q1 2023 and held it in 10 quarters. The position peaked at $602K in Q3 2025. 33 funds tracked by Wall St. Rank hold SQQQ as of Q3 2026.

EverSource Wealth Advisors reported no remaining ProShares UltraPro Short QQQ position as of Q3 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 9,999 ProShares UltraPro Short QQQ shares in Q3 2026, an estimated $363K.
EverSource Wealth Advisors first reported a position in ProShares UltraPro Short QQQ in Q1 2023 and held it in 10 quarters.
EverSource Wealth Advisors's ProShares UltraPro Short QQQ position peaked at $602K in Q3 2025.
33 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.