Clearstead Trust’s ProShares UltraPro QQQ TQQQ Stock Holding History

Clearstead Trust’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	$476K	Buy	+6,098	New	+$439K	0.06%	119

Other funds holding TQQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return

Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clearstead Trust's TQQQ Position: Q3 2026 in Review

Clearstead Trust opened a new position in ProShares UltraPro QQQ (TQQQ) in Q3 2026: 6,098 shares worth $476K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings.

224 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

Clearstead Trust held 6,098 shares of ProShares UltraPro QQQ worth $476K as of Q3 2026.
ProShares UltraPro QQQ was a new Clearstead Trust position in Q3 2026.
ProShares UltraPro QQQ made up 0.06% of Clearstead Trust's portfolio in Q3 2026, its #119 holding.
224 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.