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

Axxcess 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 Q2	$201K	Buy	+2,478	New	+$172K	﹤0.01%	1016
2026 Q1	–	Sell	-4,074	Closed	-$215K	–	947
2025 Q4	$215K	Hold	4,074	–	–	﹤0.01%	970
2025 Q3	$211K	Sell	4,074 -162,756	-98%	-$7.42M	﹤0.01%	876
2025 Q2	$6.92M	Buy	166,830 +114,080	+216%	+$3.61M	0.16%	113
2025 Q1	$1.51M	Buy	52,750 +28,152	+114%	+$1.07M	0.04%	309
2024 Q4	$973K	Sell	24,598 -1,650	-6%	-$65K	0.02%	408
2024 Q3	$951K	Buy	26,248 +5,810	+28%	+$199K	0.02%	399
2024 Q2	$754K	Buy	20,438 +4,926	+32%	+$154K	0.02%	432
2024 Q1	$477K	Sell	15,512 -122,448	-89%	-$3.48M	0.01%	548
2023 Q4	$3.5M	Sell	137,960 -121,468	-47%	-$2.52M	0.1%	167
2023 Q3	$4.62M	Sell	259,428 -22,870	-8%	-$464K	0.16%	117
2023 Q2	$5.79M	Sell	282,298 -66,848	-19%	-$1.07M	0.42%	56
2023 Q1	$4.93M	Sell	349,146 -6,640	-2%	-$75.7K	0.37%	62
2022 Q4	$3.08M	Buy	+355,786	New	+$3.61M	0.25%	88

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Axxcess Wealth Management's TQQQ Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in ProShares UltraPro QQQ (TQQQ) in Q2 2026: 2,478 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in TQQQ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in TQQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.92M in Q2 2025. 163 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Axxcess Wealth Management held 2,478 shares of ProShares UltraPro QQQ worth $201K as of Q2 2026.
ProShares UltraPro QQQ was a new Axxcess Wealth Management position in Q2 2026.
ProShares UltraPro QQQ made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1016 holding.
Axxcess Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2022 and has held it in 14 quarters since.
Axxcess Wealth Management's ProShares UltraPro QQQ position peaked at $6.92M in Q2 2025.
163 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

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