Core Wealth Advisors (Florida)’s ProShares UltraPro QQQ TQQQ Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q2	–	Sell	-150	Closed	-$2.12K	–	276
2023 Q1	$2.12K	Buy	+150	New	+$1.71K	﹤0.01%	225
2022 Q4	–	Sell	-1,000	Closed	-$10K	–	269
2022 Q3	$10K	Buy	+1,000	New	+$14.6K	0.01%	141

Other funds holding TQQQ

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

YRHAM

Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Core Wealth Advisors (Florida)'s TQQQ Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2023, closing a stake of 150 shares — an estimated $2.12K sold.

Core Wealth Advisors (Florida) first reported a position in TQQQ in Q3 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 192 funds tracked by Wall St. Rank hold TQQQ as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining ProShares UltraPro QQQ position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 150 ProShares UltraPro QQQ shares in Q2 2023, an estimated $2.12K.
Core Wealth Advisors (Florida) first reported a position in ProShares UltraPro QQQ in Q3 2022 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s ProShares UltraPro QQQ position peaked at $10K in Q3 2022.
192 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.