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Capital Investment Advisory Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Capital Investment Advisory Services’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 		$961K Sell
11,867
-585
-5% -$40.6K 0.06% 315
2026
Q1 		$519K Buy
12,452
+54
+0.4% +$2.7K 0.04% 383
2025
Q4 		$654K Sell
12,398
-412
-3% -$22.1K 0.05% 329
2025
Q3 		$662K Sell
12,810
-7,770
-38% -$354K 0.05% 304
2025
Q2 		$854K Buy
20,580
+9,726
+90% +$308K 0.07% 254
2025
Q1 		$311K Buy
10,854
+264
+2% +$10K 0.03% 425
2024
Q4 		$419K Buy
10,590
+280
+3% +$11K 0.04% 322
2024
Q3 		$374K Buy
10,310
+1,560
+18% +$53.5K 0.04% 356
2024
Q2 		$323K Sell
8,750
-1,428
-14% -$44.7K 0.03% 378
2024
Q1 		$313K Buy
10,178
+28
+0.3% +$796 0.03% 387
2023
Q4 		$257K Sell
10,150
-894
-8% -$18.5K 0.02% 430
2023
Q3 		$197K Sell
11,044
-368
-3% -$7.46K 0.02% 479
2023
Q2 		$234K Buy
+11,412
New +$183K 0.02% 425

Other funds holding TQQQ

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Capital Investment Advisory Services's TQQQ Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its ProShares UltraPro QQQ (TQQQ) stake by 4.7% in Q2 2026, selling an estimated $40.6K and leaving 11,867 shares worth $961K. The position accounts for 0.06% of the portfolio, ranked #315.

Capital Investment Advisory Services first reported a position in TQQQ in Q2 2023 and has held it in 13 quarters since. 117 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Capital Investment Advisory Services held 11,867 shares of ProShares UltraPro QQQ worth $961K as of Q2 2026.
  • Capital Investment Advisory Services sold 585 ProShares UltraPro QQQ shares in Q2 2026, an estimated $40.6K.
  • ProShares UltraPro QQQ made up 0.06% of Capital Investment Advisory Services's portfolio in Q2 2026, its #315 holding.
  • Capital Investment Advisory Services first reported a position in ProShares UltraPro QQQ in Q2 2023 and has held it in 13 quarters since.
  • 117 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.