Belpointe Asset Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Belpointe Asset 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	$345K	Buy	+4,262	New	+$296K	0.01%	854
2026 Q1	–	Sell	-12,582	Closed	-$663K	–	1183
2025 Q4	$663K	Buy	12,582 +130	+1%	+$6.99K	0.02%	569
2025 Q3	$644K	Sell	12,452 -1,582	-11%	-$72.2K	0.02%	545
2025 Q2	$582K	Buy	14,034 +4,294	+44%	+$136K	0.02%	530
2025 Q1	$279K	Sell	9,740 -12,180	-56%	-$462K	0.01%	750
2024 Q4	$752K	Buy	21,920 +7,988	+57%	+$315K	0.05%	398
2024 Q3	$505K	Sell	13,932 -1,284	-8%	-$44K	0.03%	499
2024 Q2	$562K	Buy	15,216 +5,490	+56%	+$172K	0.04%	431
2024 Q1	$299K	Buy	+9,726	New	+$277K	0.02%	591
2023 Q2	–	Sell	-12,976	Closed	-$183K	–	3146
2023 Q1	$183K	Buy	12,976 +8,172	+170%	+$93.1K	0.01%	983
2022 Q4	$41.6K	Buy	+4,804	New	+$48.7K	﹤0.01%	1720
2022 Q2	–	Sell	-3,778	Closed	-$110K	–	1266
2022 Q1	$110K	Sell	3,778 -3,898	-51%	-$112K	0.01%	1174
2021 Q4	$319K	Buy	+7,676	New	+$297K	0.02%	681
2021 Q3	–	Sell	-8,244	Closed	-$252K	–	1242
2021 Q2	$252K	Buy	+8,244	New	+$217K	0.02%	738
2021 Q1	–	Sell	-12,048	Closed	-$238K	–	1072
2020 Q4	$238K	Buy	+12,048	New	+$227K	0.02%	641

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Belpointe Asset Management's TQQQ Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in ProShares UltraPro QQQ (TQQQ) in Q2 2026: 4,262 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in TQQQ as recently as Q4 2025.

Belpointe Asset Management first reported a position in TQQQ in Q4 2020 and has held it in 15 quarters since. The position peaked at $752K in Q4 2024. 150 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Belpointe Asset Management held 4,262 shares of ProShares UltraPro QQQ worth $345K as of Q2 2026.
ProShares UltraPro QQQ was a new Belpointe Asset Management position in Q2 2026.
ProShares UltraPro QQQ made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #854 holding.
Belpointe Asset Management first reported a position in ProShares UltraPro QQQ in Q4 2020 and has held it in 15 quarters since.
Belpointe Asset Management's ProShares UltraPro QQQ position peaked at $752K in Q4 2024.
150 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.