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

PCG 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
Q1 		$232K Sell
2,881
-270
-9% -$19.2K 0.06% 154
2025
Q4 		$216K Buy
3,151
+384
+14% +$27.1K 0.06% 145
2025
Q3 		$211K Buy
+2,767
New +$245K 0.06% 144
2025
Q1 		– Sell
-1,600
Closed -$249K – 136
2024
Q4 		$249K Hold
1,600
– – 0.09% 114
2024
Q3 		$296K Buy
1,600
+900
+129% +$190K 0.11% 99
2024
Q2 		$145K Buy
700
+180
+35% +$45.9K 0.06% 116
2024
Q1 		$136K Buy
+520
New +$154K 0.06% 109

Other funds holding SQQQ

IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $481M AUM 61.7% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return