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 Q3	–	Sell	-20,000	Closed	-$726K	–	72
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

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

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

Schwallier Wealth Management's SQQQ Position: Q3 2026 in Review

Schwallier Wealth Management sold out of ProShares UltraPro Short QQQ (SQQQ) in Q3 2026, closing a stake of 20,000 shares — an estimated $726K sold.

Schwallier Wealth Management first reported a position in SQQQ in Q1 2024 and held it in 5 quarters. The position peaked at $851K in Q2 2025. 34 funds tracked by Wall St. Rank hold SQQQ as of Q3 2026.

Schwallier Wealth Management reported no remaining ProShares UltraPro Short QQQ position as of Q3 2026 after selling out during the quarter.
Schwallier Wealth Management sold 20,000 ProShares UltraPro Short QQQ shares in Q3 2026, an estimated $726K.
Schwallier Wealth Management first reported a position in ProShares UltraPro Short QQQ in Q1 2024 and held it in 5 quarters.
Schwallier Wealth Management's ProShares UltraPro Short QQQ position peaked at $851K in Q2 2025.
34 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.