Clearstead Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Clearstead 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
2026 Q1	$25K	Sell	600 -3,720	-86%	-$186K	﹤0.01%	1404
2025 Q4	$228K	Sell	4,320 -402	-9%	-$21.6K	﹤0.01%	905
2025 Q3	$244K	Buy	4,722 +3,922	+490%	+$179K	﹤0.01%	836
2025 Q2	$33.2K	Sell	800 -566	-41%	-$17.9K	﹤0.01%	1426
2025 Q1	$39.1K	Buy	1,366 +300	+28%	+$11.4K	﹤0.01%	1235
2024 Q4	$42.1K	Buy	1,066 +8	+0.8%	+$315	﹤0.01%	1205
2024 Q3	$38.4K	Buy	1,058 +4	+0.4%	+$137	﹤0.01%	1265
2024 Q2	$38.9K	Sell	1,054 -1,000	-49%	-$31.3K	﹤0.01%	1216
2024 Q1	$61.2K	Buy	+2,054	New	+$58.4K	﹤0.01%	718
2023 Q1	–	Sell	-368	Closed	-$3.19K	–	1432
2022 Q4	$3.19K	Hold	368	–	–	﹤0.01%	1034
2022 Q3	$4K	Hold	368	–	–	﹤0.01%	1009
2022 Q2	$4K	Buy	+368	New	+$6.53K	﹤0.01%	1038

Other funds holding TQQQ

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return