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ATX Financial Planning’s ProShares UltraPro QQQ TQQQ Stock Holding History

ATX Financial Planning’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
Q2 		– Sell
-39,050
Closed -$1.63M – 85
2026
Q1 		$1.63M Buy
39,050
+1
+0% +$50 1.24% 20
2025
Q4 		$2.06M Buy
+39,049
New +$2.1M 1.59% 14

Other funds holding TQQQ

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ATX Financial Planning's TQQQ Position: Q2 2026 in Review

ATX Financial Planning sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2026, closing a stake of 39,050 shares — an estimated $1.63M sold.

ATX Financial Planning first reported a position in TQQQ in Q4 2025 and held it in 2 quarters. The position peaked at $2.06M in Q4 2025. 357 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • ATX Financial Planning reported no remaining ProShares UltraPro QQQ position as of Q2 2026 after selling out during the quarter.
  • ATX Financial Planning sold 39,050 ProShares UltraPro QQQ shares in Q2 2026, an estimated $1.63M.
  • ATX Financial Planning first reported a position in ProShares UltraPro QQQ in Q4 2025 and held it in 2 quarters.
  • ATX Financial Planning's ProShares UltraPro QQQ position peaked at $2.06M in Q4 2025.
  • 357 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.