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WealthPlan Investment Management’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

WealthPlan Investment 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 		$728K Buy
20,050
+11,000
+122% +$531K 0.04% 265
2026
Q1 		$728K Buy
9,050
+5,000
+123% +$355K 0.04% 249
2025
Q4 		$277K Buy
4,050
+1,999
+97% +$141K 0.02% 320
2025
Q3 		$156K Hold
2,051
– – 0.01% 329
2025
Q2 		$201K Buy
+2,051
New +$294K 0.01% 335

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

WealthPlan Investment Management's SQQQ Position: Q2 2026 in Review

WealthPlan Investment Management increased its ProShares UltraPro Short QQQ (SQQQ) stake by 122% in Q2 2026, buying an estimated $531K and bringing the position to 20,050 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #265.

WealthPlan Investment Management first reported a position in SQQQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $728K in Q1 2026. 82 funds tracked by Wall St. Rank hold SQQQ as of Q2 2026.

  • WealthPlan Investment Management held 20,050 shares of ProShares UltraPro Short QQQ worth $728K as of Q2 2026.
  • WealthPlan Investment Management bought 11,000 ProShares UltraPro Short QQQ shares in Q2 2026, an estimated $531K.
  • ProShares UltraPro Short QQQ made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #265 holding.
  • WealthPlan Investment Management first reported a position in ProShares UltraPro Short QQQ in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's ProShares UltraPro Short QQQ position peaked at $728K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held ProShares UltraPro Short QQQ as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.