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AE Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

AE Wealth Management’s Portfolio TQQQ Stock Details TQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$229K Sell
5,492
-5,258
-49% -$263K ﹤0.01% 1534
2025
Q4 		$567K Sell
10,750
-756
-7% -$40.6K ﹤0.01% 1002
2025
Q3 		$595K Buy
11,506
+16
+0.1% +$730 ﹤0.01% 907
2025
Q2 		$477K Buy
11,490
+3,176
+38% +$101K ﹤0.01% 939
2025
Q1 		$238K Sell
8,314
-2,132
-20% -$80.9K ﹤0.01% 1202
2024
Q4 		$413K Buy
10,446
+2,318
+29% +$91.4K ﹤0.01% 964
2024
Q3 		$295K Sell
8,128
-23,910
-75% -$820K ﹤0.01% 1036
2024
Q2 		$1.18M Buy
32,038
+23,822
+290% +$746K 0.01% 660
2024
Q1 		$253K Sell
8,216
-41,282
-83% -$1.17M ﹤0.01% 1017
2023
Q4 		$1.37M Buy
49,498
+6,844
+16% +$142K 0.01% 1046
2023
Q3 		$760K Buy
42,654
+5,738
+16% +$116K ﹤0.01% 1208
2023
Q2 		$757K Sell
36,916
-3,958
-10% -$63.5K ﹤0.01% 1199
2023
Q1 		$578K Sell
40,874
-22,738
-36% -$259K ﹤0.01% 1273
2022
Q4 		$550K Buy
63,612
+34,446
+118% +$349K ﹤0.01% 1264
2022
Q3 		$282K Buy
29,166
+10,122
+53% +$148K ﹤0.01% 1493
2022
Q2 		$229K Buy
19,044
+8,340
+78% +$148K ﹤0.01% 1549
2022
Q1 		$311K Buy
10,704
+1,680
+19% +$48.3K ﹤0.01% 1404
2021
Q4 		$375K Sell
9,024
-1,292
-13% -$50K ﹤0.01% 1367
2021
Q3 		$321K Buy
+10,316
New +$353K ﹤0.01% 1339
2021
Q2 		– Sell
-12,396
Closed -$283K – 1682
2021
Q1 		$283K Sell
12,396
-1,076
-8% -$25.4K ﹤0.01% 1276
2020
Q4 		$306K Buy
+13,472
New +$254K ﹤0.01% 1138
2020
Q3 		– Sell
-22,888
Closed -$279K – 1379
2020
Q2 		$279K Buy
+22,888
New +$215K ﹤0.01% 1047
2020
Q1 		– Sell
-22,008
Closed -$238K – 1276
2019
Q4 		$238K Buy
+22,008
New +$200K 0.01% 998
2019
Q3 		– Sell
-30,912
Closed -$239K – 1066
2019
Q2 		$239K Buy
+30,912
New +$232K 0.01% 840

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AE Wealth Management's TQQQ Position: Q1 2026 in Review

AE Wealth Management reduced its ProShares UltraPro QQQ (TQQQ) stake by 49% in Q1 2026, selling an estimated $263K and leaving 5,492 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

AE Wealth Management first reported a position in TQQQ in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.37M in Q4 2023. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • AE Wealth Management held 5,492 shares of ProShares UltraPro QQQ worth $229K as of Q1 2026.
  • AE Wealth Management sold 5,258 ProShares UltraPro QQQ shares in Q1 2026, an estimated $263K.
  • ProShares UltraPro QQQ made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1534 holding.
  • AE Wealth Management first reported a position in ProShares UltraPro QQQ in Q2 2019 and has held it in 24 quarters since.
  • AE Wealth Management's ProShares UltraPro QQQ position peaked at $1.37M in Q4 2023.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.