BerganKDV Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

BerganKDV 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
2020 Q2	–	Sell	-2,400	Closed	-$14K	–	1093
2020 Q1	$14K	Buy	2,400 +800	+50%	+$8.38K	﹤0.01%	461
2019 Q4	$17K	Hold	1,600	–	–	﹤0.01%	472
2019 Q3	$12K	Hold	1,600	–	–	﹤0.01%	487
2019 Q2	$12K	Buy	1,600 +920	+135%	+$6.91K	﹤0.01%	498
2019 Q1	$5K	Hold	680	–	–	﹤0.01%	594
2018 Q4	$3K	Buy	+680	New	+$4.27K	﹤0.01%	601

Other funds holding TQQQ

Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BerganKDV Wealth Management's TQQQ Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2020, closing a stake of 2,400 shares — an estimated $14K sold.

BerganKDV Wealth Management first reported a position in TQQQ in Q4 2018 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 100 funds tracked by Wall St. Rank hold TQQQ as of Q2 2020.

BerganKDV Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 2,400 ProShares UltraPro QQQ shares in Q2 2020, an estimated $14K.
BerganKDV Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's ProShares UltraPro QQQ position peaked at $17K in Q4 2019.
100 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.