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Copia Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Copia Wealth Management’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
2025
Q4 		– Sell
-50
Closed -$2.58K – 535
2025
Q3 		$2.58K Buy
50
+38
+317% +$1.73K ﹤0.01% 391
2025
Q2 		$498 Hold
12
– – ﹤0.01% 440
2025
Q1 		$344 Hold
12
– – ﹤0.01% 434
2024
Q4 		$475 Buy
+12
New +$473 ﹤0.01% 393

Other funds holding TQQQ

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Copia Wealth Management's TQQQ Position: Q4 2025 in Review

Copia Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q4 2025, closing a stake of 50 shares — an estimated $2.58K sold.

Copia Wealth Management first reported a position in TQQQ in Q4 2024 and held it in 4 quarters. The position peaked at $2.58K in Q3 2025. 335 funds tracked by Wall St. Rank hold TQQQ as of Q4 2025.

  • Copia Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 50 ProShares UltraPro QQQ shares in Q4 2025, an estimated $2.58K.
  • Copia Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2024 and held it in 4 quarters.
  • Copia Wealth Management's ProShares UltraPro QQQ position peaked at $2.58K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.