Avidian Wealth Enterprises’s ProShares UltraPro QQQ TQQQ Stock Holding History

Avidian Wealth Enterprises’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 Q3	$11.4M	Sell	146,600 -68	-0%	-$4.9K	0.32%	56
2026 Q2	$11.9M	Sell	146,668 -70,332	-32%	-$4.88M	0.33%	53
2026 Q1	$9.04M	Buy	217,000 +40,000	+23%	+$2M	0.29%	61
2025 Q4	$9.33M	Hold	177,000	–	–	0.34%	49
2025 Q3	$9.15M	Sell	177,000 -24,000	-12%	-$1.09M	0.34%	44
2025 Q2	$8.34M	Sell	201,000 -531,900	-73%	-$16.8M	0.34%	46
2025 Q1	$21M	Buy	732,900 +373,432	+104%	+$14.2M	0.93%	24
2024 Q4	$14.2M	Sell	359,468 -61,284	-15%	-$2.42M	0.64%	32
2024 Q3	$15.3M	Buy	420,752 +34,034	+9%	+$1.17M	0.69%	29
2024 Q2	$14.3M	Buy	386,718 +30,800	+9%	+$964K	0.59%	28
2024 Q1	$11M	Buy	355,918 +34,490	+11%	+$981K	0.53%	35
2023 Q4	$8.15M	Sell	321,428 -511,120	-61%	-$10.6M	0.5%	39
2023 Q3	$14.8M	Sell	832,548 -17,848	-2%	-$362K	1.04%	22
2023 Q2	$17.4M	Sell	850,396 -106,270	-11%	-$1.7M	1.14%	15
2023 Q1	$13.5M	Buy	+956,666	New	+$10.9M	0.74%	32

Other funds holding TQQQ

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TCI

Turner Capital Investments Austin, Texas $118M AUM

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's TQQQ Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its ProShares UltraPro QQQ (TQQQ) stake by 0.05% in Q3 2026, selling an estimated $4.9K and leaving 146,600 shares worth $11.4M. The position accounts for 0.32% of the portfolio, ranked #56.

Avidian Wealth Enterprises first reported a position in TQQQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $21M in Q1 2025. 19 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

Avidian Wealth Enterprises held 146,600 shares of ProShares UltraPro QQQ worth $11.4M as of Q3 2026.
Avidian Wealth Enterprises sold 68 ProShares UltraPro QQQ shares in Q3 2026, an estimated $4.9K.
ProShares UltraPro QQQ made up 0.32% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #56 holding.
Avidian Wealth Enterprises first reported a position in ProShares UltraPro QQQ in Q1 2023 and has held it in 15 quarters since.
Avidian Wealth Enterprises's ProShares UltraPro QQQ position peaked at $21M in Q1 2025.
19 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.