BXM Wealth’s ProShares UltraPro QQQ TQQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.01M Sell
37,105
-32,233
-46% -$2.24M 1.64% 10
2026
Q1
$2.89M Sell
69,338
-47,875
-41% -$2.4M 2.22% 10
2025
Q4
$3.65M Buy
117,213
+83,875
+252% +$4.51M 2.82% 7
2025
Q3
$3.02M Sell
33,338
-48,046
-59% -$2.19M 2.86% 5
2025
Q2
$3.38M Buy
81,384
+2,780
+4% +$88K 4.01% 4
2025
Q1
$2.25M Buy
78,604
+22,976
+41% +$872K 2.7% 8
2024
Q4
$2.2M Buy
+55,628
New +$2.19M 3.08% 4

Other funds holding TQQQ

BXM Wealth's TQQQ Position: Q2 2026 in Review

BXM Wealth reduced its ProShares UltraPro QQQ (TQQQ) stake by 46% in Q2 2026, selling an estimated $2.24M and leaving 37,105 shares worth $3.01M. The position accounts for 1.64% of the portfolio, ranked #10.

BXM Wealth first reported a position in TQQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.65M in Q4 2025. 358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • BXM Wealth held 37,105 shares of ProShares UltraPro QQQ worth $3.01M as of Q2 2026.
  • BXM Wealth sold 32,233 ProShares UltraPro QQQ shares in Q2 2026, an estimated $2.24M.
  • ProShares UltraPro QQQ made up 1.64% of BXM Wealth's portfolio in Q2 2026, its #10 holding.
  • BXM Wealth first reported a position in ProShares UltraPro QQQ in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's ProShares UltraPro QQQ position peaked at $3.65M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.