Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares UltraPro QQQ TQQQ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$84.9K Sell
2,037
-19,290
-90% -$965K ﹤0.01% 3405
2025
Q4 		$1.12M Buy
21,327
+717
+3% +$38.5K ﹤0.01% 1426
2025
Q3 		$1.07M Buy
20,610
+19,610
+1,961% +$894K ﹤0.01% 1365
2025
Q2 		$42K Hold
1,000
– – ﹤0.01% 3422
2025
Q1 		$29K Sell
1,000
-136
-12% -$5.16K ﹤0.01% 3427
2024
Q4 		$45K Buy
1,136
+96
+9% +$3.78K ﹤0.01% 2886
2024
Q3 		$38K Buy
1,040
+690
+197% +$23.7K ﹤0.01% 2919
2024
Q2 		$13K Hold
350
– – ﹤0.01% 3405
2024
Q1 		$11K Buy
+350
New +$9.95K ﹤0.01% 3302
2023
Q4 		– Sell
-20
Closed – – 4518
2023
Q3 		$0 Sell
20
-618
-97% -$12.5K ﹤0.01% 4533
2023
Q2 		$13K Sell
638
-116
-15% -$1.86K ﹤0.01% 2942
2023
Q1 		$11K Buy
754
+136
+22% +$1.55K ﹤0.01% 2909
2022
Q4 		$5K Buy
618
+78
+14% +$791 ﹤0.01% 3228
2022
Q3 		$5K Buy
540
+372
+221% +$5.42K ﹤0.01% 3109
2022
Q2 		$2K Sell
168
-860
-84% -$15.3K ﹤0.01% 3418
2022
Q1 		$30K Sell
1,028
-2,408
-70% -$69.2K ﹤0.01% 1848
2021
Q4 		$143K Buy
+3,436
New +$133K ﹤0.01% 1161
2021
Q2 		$79K Hold
2,576
– – ﹤0.01% 1220
2021
Q1 		$79K Sell
2,576
-2,576
-50% -$60.7K ﹤0.01% 1220
2020
Q4 		$79K Hold
5,152
– – ﹤0.01% 1220
2020
Q3 		$79K Hold
5,152
– – ﹤0.01% 1220
2020
Q2 		$79K Hold
5,152
– – ﹤0.01% 1220
2020
Q1 		$79K Hold
5,152
– – ﹤0.01% 1220
2019
Q4 		$79K Hold
5,152
– – ﹤0.01% 1220
2019
Q3 		$79K Hold
5,152
– – ﹤0.01% 1220
2019
Q2 		$79K Hold
5,152
– – ﹤0.01% 1220
2019
Q1 		$79K Buy
+5,152
New +$31.2K ﹤0.01% 1220

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TQQQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ProShares UltraPro QQQ (TQQQ) stake by 90% in Q1 2026, selling an estimated $965K and leaving 2,037 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

Carson Wealth (CWM LLC) first reported a position in TQQQ in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.12M in Q4 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,037 shares of ProShares UltraPro QQQ worth $84.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 19,290 ProShares UltraPro QQQ shares in Q1 2026, an estimated $965K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3405 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares UltraPro QQQ in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares UltraPro QQQ position peaked at $1.12M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.