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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

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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.