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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
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 		$1,000K 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% -$3.65K ﹤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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Castleview Partners's TQQQ Position: Q2 2026 in Review

Castleview Partners reduced its ProShares UltraPro QQQ (TQQQ) stake by 35% in Q2 2026, selling an estimated $237K and leaving 6,255 shares worth $507K. The position accounts for 0.22% of the portfolio, ranked #112.

Castleview Partners first reported a position in TQQQ in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q1 2025. 360 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Castleview Partners held 6,255 shares of ProShares UltraPro QQQ worth $507K as of Q2 2026.
  • Castleview Partners sold 3,420 ProShares UltraPro QQQ shares in Q2 2026, an estimated $237K.
  • ProShares UltraPro QQQ made up 0.22% of Castleview Partners's portfolio in Q2 2026, its #112 holding.
  • Castleview Partners first reported a position in ProShares UltraPro QQQ in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's ProShares UltraPro QQQ position peaked at $1.82M in Q1 2025.
  • 360 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.