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Birch Financial Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Birch Financial Group’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 		$371K Buy
+4,581
New +$318K 0.19% 93
2026
Q1 		– Sell
-4,562
Closed -$241K – 144
2025
Q4 		$241K Buy
+4,562
New +$245K 0.14% 115

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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Birch Financial Group's TQQQ Position: Q2 2026 in Review

Birch Financial Group opened a new position in ProShares UltraPro QQQ (TQQQ) in Q2 2026: 4,581 shares worth $371K. The stake represents 0.19% of the portfolio and ranks #93 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in TQQQ as recently as Q4 2025.

Birch Financial Group first reported a position in TQQQ in Q4 2025 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Birch Financial Group held 4,581 shares of ProShares UltraPro QQQ worth $371K as of Q2 2026.
  • ProShares UltraPro QQQ was a new Birch Financial Group position in Q2 2026.
  • ProShares UltraPro QQQ made up 0.19% of Birch Financial Group's portfolio in Q2 2026, its #93 holding.
  • Birch Financial Group first reported a position in ProShares UltraPro QQQ in Q4 2025 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.