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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Schwallier Wealth Management's SQQQ Position: Q3 2025 in Review

Schwallier Wealth Management sold out of ProShares UltraPro Short QQQ (SQQQ) in Q3 2025, closing a stake of 8,700 shares — an estimated $851K sold.

Schwallier Wealth Management first reported a position in SQQQ in Q1 2024 and held it in 4 quarters. The position peaked at $851K in Q2 2025. 89 funds tracked by Wall St. Rank hold SQQQ as of Q3 2025.

  • Schwallier Wealth Management reported no remaining ProShares UltraPro Short QQQ position as of Q3 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 8,700 ProShares UltraPro Short QQQ shares in Q3 2025, an estimated $851K.
  • Schwallier Wealth Management first reported a position in ProShares UltraPro Short QQQ in Q1 2024 and held it in 4 quarters.
  • Schwallier Wealth Management's ProShares UltraPro Short QQQ position peaked at $851K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q3 2025.

Based on Schwallier Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.