Castleview Partners
TQQQ icon

Castleview Partners’s ProShares UltraPro QQQ TQQQ Stock Holding History

Castleview Partners’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
Q3 		$629K Buy
8,056
+1,801
+29% +$130K 0.28% 85
2026
Q2 		$507K Sell
6,255
-3,420
-35% -$237K 0.22% 112
2026
Q1 		$403K Sell
9,675
-2,188
-18% -$109K 0.21% 114
2025
Q4 		$625K Sell
11,863
-3,463
-23% -$186K 0.31% 68
2025
Q3 		$792K Buy
15,326
+1,726
+13% +$78.7K 0.43% 47
2025
Q2 		$564K Sell
13,600
-50,090
-79% -$1.59M 0.36% 67
2025
Q1 		$1.82M Buy
63,690
+38,256
+150% +$1.45M 1.24% 16
2024
Q4 		$1000K Sell
25,434
-11,074
-30% -$436K 0.54% 44
2024
Q3 		$1.32M Buy
36,508
+32,054
+720% +$1.1M 0.76% 26
2024
Q2 		$164K Sell
4,454
-11,680
-72% -$366K 0.09% 188
2024
Q1 		$497K Buy
16,134
+15,860
+5,788% +$451K 0.28% 82
2023
Q4 		$6.95K Sell
274
-5,768
-95% -$120K ﹤0.01% 542
2023
Q3 		$108K Buy
6,042
+5,770
+2,121% +$117K 0.1% 170
2023
Q2 		$5.58K Sell
272
-8,646
-97% -$139K 0.01% 497
2023
Q1 		$126K Buy
8,918
+8,646
+3,179% +$98.5K 0.11% 158
2022
Q4 		$2.35K Hold
272
– – ﹤0.01% 508
2022
Q3 		$3K Buy
272
+206
+312% +$3K ﹤0.01% 510
2022
Q2 		$859 Sell
66
-206
-76% -$3.66K ﹤0.01% 701
2022
Q1 		$7K Buy
+272
New +$7.82K ﹤0.01% 541
2021
Q2 		$36K Buy
+1,168
New +$30.8K 0.02% 470

Other funds holding TQQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Finward Bancorp
Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return

Castleview Partners's TQQQ Position: Q3 2026 in Review

Castleview Partners increased its ProShares UltraPro QQQ (TQQQ) stake by 29% in Q3 2026, buying an estimated $130K and bringing the position to 8,056 shares worth $629K. The position accounts for 0.28% of the portfolio, ranked #85.

Castleview Partners first reported a position in TQQQ in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.82M in Q1 2025. 81 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

  • Castleview Partners held 8,056 shares of ProShares UltraPro QQQ worth $629K as of Q3 2026.
  • Castleview Partners bought 1,801 ProShares UltraPro QQQ shares in Q3 2026, an estimated $130K.
  • ProShares UltraPro QQQ made up 0.28% of Castleview Partners's portfolio in Q3 2026, its #85 holding.
  • Castleview Partners first reported a position in ProShares UltraPro QQQ in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's ProShares UltraPro QQQ position peaked at $1.82M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.