Beaird Harris Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Beaird Harris 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
2023 Q3	–	Sell	-2	Closed	-$42	–	484
2023 Q2	$42	Hold	2	–	–	﹤0.01%	460
2023 Q1	$29	Hold	2	–	–	﹤0.01%	482
2022 Q4	$17	Buy	+2	New	+$20	﹤0.01%	737

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

Beaird Harris Wealth Management's TQQQ Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2023, closing a stake of 2 shares — an estimated $42 sold.

Beaird Harris Wealth Management first reported a position in TQQQ in Q4 2022 and held it in 3 quarters. The position peaked at $42 in Q2 2023. 174 funds tracked by Wall St. Rank hold TQQQ as of Q3 2023.

Beaird Harris Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q3 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 2 ProShares UltraPro QQQ shares in Q3 2023, an estimated $42.
Beaird Harris Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2022 and held it in 3 quarters.
Beaird Harris Wealth Management's ProShares UltraPro QQQ position peaked at $42 in Q2 2023.
174 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.