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Schwallier Wealth Management’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

Schwallier Wealth Management’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 		$726K Buy
+20,000
New +$965K 0.46% 35
2025
Q3 		– Sell
-8,700
Closed -$851K – 53
2025
Q2 		$851K Buy
+8,700
New +$1.25M 0.52% 20
2024
Q4 		– Sell
-3,200
Closed -$591K – 38
2024
Q3 		$591K Buy
3,200
+400
+14% +$84.5K 0.42% 22
2024
Q2 		$580K Buy
2,800
+1,062
+61% +$271K 0.47% 19
2024
Q1 		$455K Buy
+1,738
New +$514K 0.37% 21

Other funds holding SQQQ

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Schwallier Wealth Management's SQQQ Position: Q2 2026 in Review

Schwallier Wealth Management opened a new position in ProShares UltraPro Short QQQ (SQQQ) in Q2 2026: 20,000 shares worth $726K. The stake represents 0.46% of the portfolio and ranks #35 among its holdings. This is a return to the name: Schwallier Wealth Management previously reported a position in SQQQ as recently as Q2 2025.

Schwallier Wealth Management first reported a position in SQQQ in Q1 2024 and has held it in 5 quarters since. The position peaked at $851K in Q2 2025. 82 funds tracked by Wall St. Rank hold SQQQ as of Q2 2026.

  • Schwallier Wealth Management held 20,000 shares of ProShares UltraPro Short QQQ worth $726K as of Q2 2026.
  • ProShares UltraPro Short QQQ was a new Schwallier Wealth Management position in Q2 2026.
  • ProShares UltraPro Short QQQ made up 0.46% of Schwallier Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Schwallier Wealth Management first reported a position in ProShares UltraPro Short QQQ in Q1 2024 and has held it in 5 quarters since.
  • Schwallier Wealth Management's ProShares UltraPro Short QQQ position peaked at $851K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.