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Baker Tilly Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Baker Tilly 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
2021
Q1 		– Sell
-9,200
Closed -$209K – 476
2020
Q4 		$209K Buy
+9,200
New +$174K 0.06% 316

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CS
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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
FMBTD
First Midwest Bank Trust Division Joliet, Illinois $777M AUM 29.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Baker Tilly Wealth Management's TQQQ Position: Q1 2021 in Review

Baker Tilly Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2021, closing a stake of 9,200 shares — an estimated $209K sold.

Baker Tilly Wealth Management first reported a position in TQQQ in Q4 2020 and held it in 1 quarter. The position peaked at $209K in Q4 2020. 127 funds tracked by Wall St. Rank hold TQQQ as of Q1 2021.

  • Baker Tilly Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q1 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 9,200 ProShares UltraPro QQQ shares in Q1 2021, an estimated $209K.
  • Baker Tilly Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2020 and held it in 1 quarter.
  • Baker Tilly Wealth Management's ProShares UltraPro QQQ position peaked at $209K in Q4 2020.
  • 127 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.