CWP
TQQQ icon

Core Wealth Partners’s ProShares UltraPro QQQ TQQQ Stock Holding History

Core Wealth Partners’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
Q2 		– Sell
-13,388
Closed -$558K – 204
2026
Q1 		$558K Sell
13,388
-228
-2% -$11.4K 0.26% 87
2025
Q4 		$718K Sell
13,616
-1,646
-11% -$88.5K 0.32% 66
2025
Q3 		$789K Sell
15,262
-1,560
-9% -$71.2K 0.36% 62
2025
Q2 		$698K Buy
+16,822
New +$532K 0.35% 66

Other funds holding TQQQ

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Core Wealth Partners's TQQQ Position: Q2 2026 in Review

Core Wealth Partners sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2026, closing a stake of 13,388 shares — an estimated $558K sold.

Core Wealth Partners first reported a position in TQQQ in Q2 2025 and held it in 4 quarters. The position peaked at $789K in Q3 2025. 103 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Core Wealth Partners reported no remaining ProShares UltraPro QQQ position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Partners sold 13,388 ProShares UltraPro QQQ shares in Q2 2026, an estimated $558K.
  • Core Wealth Partners first reported a position in ProShares UltraPro QQQ in Q2 2025 and held it in 4 quarters.
  • Core Wealth Partners's ProShares UltraPro QQQ position peaked at $789K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.