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 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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avidian Wealth Enterprises's TQQQ Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its ProShares UltraPro QQQ (TQQQ) stake by 32% in Q2 2026, selling an estimated $4.88M and leaving 146,668 shares worth $11.9M. The position accounts for 0.33% of the portfolio, ranked #53.

Avidian Wealth Enterprises first reported a position in TQQQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $21M in Q1 2025. 358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Avidian Wealth Enterprises held 146,668 shares of ProShares UltraPro QQQ worth $11.9M as of Q2 2026.
Avidian Wealth Enterprises sold 70,332 ProShares UltraPro QQQ shares in Q2 2026, an estimated $4.88M.
ProShares UltraPro QQQ made up 0.33% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #53 holding.
Avidian Wealth Enterprises first reported a position in ProShares UltraPro QQQ in Q1 2023 and has held it in 14 quarters since.
Avidian Wealth Enterprises's ProShares UltraPro QQQ position peaked at $21M in Q1 2025.
358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.