Cerity Partners’s ProShares UltraPro QQQ TQQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.47M Sell
35,140
-17,520
-33% -$877K ﹤0.01% 1642
2025
Q4
$2.78M Buy
52,660
+8,408
+19% +$452K ﹤0.01% 1226
2025
Q3
$2.29M Sell
44,252
-17,478
-28% -$797K ﹤0.01% 1232
2025
Q2
$2.56M Buy
61,730
+6,316
+11% +$200K ﹤0.01% 1099
2025
Q1
$1.59M Buy
55,414
+12,178
+28% +$462K ﹤0.01% 1226
2024
Q4
$1.71M Sell
43,236
-15,442
-26% -$609K ﹤0.01% 1173
2024
Q3
$2.13M Buy
58,678
+13,714
+30% +$470K ﹤0.01% 1069
2024
Q2
$1.66M Buy
44,964
+2,240
+5% +$70.1K ﹤0.01% 995
2024
Q1
$1.17M Buy
42,724
+9,824
+30% +$279K ﹤0.01% 1208
2023
Q4
$834K Buy
+32,900
New +$682K ﹤0.01% 1054
2023
Q3
Sell
-26,200
Closed -$537K 1698
2023
Q2
$537K Buy
26,200
+8,200
+46% +$132K ﹤0.01% 1146
2023
Q1
$254K Buy
+18,000
New +$205K ﹤0.01% 1609
2022
Q4
Sell
-36,400
Closed -$352K 1526
2022
Q3
$352K Buy
36,400
+13,022
+56% +$190K ﹤0.01% 836
2022
Q2
$281K Buy
23,378
+14,590
+166% +$259K ﹤0.01% 934
2022
Q1
$256K Buy
+8,788
New +$253K ﹤0.01% 786

Other funds holding TQQQ

Cerity Partners's TQQQ Position: Q1 2026 in Review

Cerity Partners reduced its ProShares UltraPro QQQ (TQQQ) stake by 33% in Q1 2026, selling an estimated $877K and leaving 35,140 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Cerity Partners first reported a position in TQQQ in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.78M in Q4 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Cerity Partners held 35,140 shares of ProShares UltraPro QQQ worth $1.47M as of Q1 2026.
  • Cerity Partners sold 17,520 ProShares UltraPro QQQ shares in Q1 2026, an estimated $877K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1642 holding.
  • Cerity Partners first reported a position in ProShares UltraPro QQQ in Q1 2022 and has held it in 15 quarters since.
  • Cerity Partners's ProShares UltraPro QQQ position peaked at $2.78M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.