Baird Financial Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Baird Financial Group’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
2023 Q3	–	Sell	-10,000	Closed	-$205K	–	1760
2023 Q2	$205K	Sell	10,000 -87,048	-90%	-$1.4M	﹤0.01%	1610
2023 Q1	$1.37M	Buy	97,048 +7,630	+9%	+$86.9K	﹤0.01%	1003
2022 Q4	$773K	Buy	89,418 +63,150	+240%	+$641K	﹤0.01%	1143
2022 Q3	$254K	Buy	26,268 +7,268	+38%	+$106K	﹤0.01%	1521
2022 Q2	$228K	Buy	+19,000	New	+$337K	﹤0.01%	1664

Other funds holding TQQQ

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group's TQQQ Position: Q3 2023 in Review

Baird Financial Group sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2023, closing a stake of 10,000 shares — an estimated $205K sold.

Baird Financial Group first reported a position in TQQQ in Q2 2022 and held it in 5 quarters. The position peaked at $1.37M in Q1 2023. 174 funds tracked by Wall St. Rank hold TQQQ as of Q3 2023.

Baird Financial Group reported no remaining ProShares UltraPro QQQ position as of Q3 2023 after selling out during the quarter.
Baird Financial Group sold 10,000 ProShares UltraPro QQQ shares in Q3 2023, an estimated $205K.
Baird Financial Group first reported a position in ProShares UltraPro QQQ in Q2 2022 and held it in 5 quarters.
Baird Financial Group's ProShares UltraPro QQQ position peaked at $1.37M in Q1 2023.
174 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.