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Carolina Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Carolina Wealth Advisors’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
2023
Q2 		– Sell
-50
Closed -$707 – 293
2023
Q1 		$707 Buy
+50
New +$570 ﹤0.01% 238

Other funds holding TQQQ

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

Carolina Wealth Advisors's TQQQ Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2023, closing a stake of 50 shares — an estimated $707 sold.

Carolina Wealth Advisors first reported a position in TQQQ in Q1 2023 and held it in 1 quarter. The position peaked at $707 in Q1 2023. 192 funds tracked by Wall St. Rank hold TQQQ as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining ProShares UltraPro QQQ position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 50 ProShares UltraPro QQQ shares in Q2 2023, an estimated $707.
  • Carolina Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q1 2023 and held it in 1 quarter.
  • Carolina Wealth Advisors's ProShares UltraPro QQQ position peaked at $707 in Q1 2023.
  • 192 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.