Corient Private Wealth
TQQQ icon

Corient Private Wealth’s ProShares UltraPro QQQ TQQQ Stock Holding History

Corient Private Wealth’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 		$7.85M Sell
186,831
-207,577
-53% -$10.4M 0.01% 704
2025
Q4 		$20.8M Buy
394,408
+178,578
+83% +$9.6M 0.01% 550
2025
Q3 		$11.2M Buy
215,830
+1,844
+0.9% +$84.1K 0.02% 502
2025
Q2 		$8.88M Buy
213,986
+84,116
+65% +$2.66M 0.01% 549
2025
Q1 		$3.72M Buy
129,870
+1,456
+1% +$55.2K 0.01% 766
2024
Q4 		$5.08M Sell
128,414
-281,638
-69% -$11.1M 0.01% 693
2024
Q3 		$14.9M Buy
410,052
+166,390
+68% +$5.71M 0.02% 470
2024
Q2 		$8.99M Buy
243,662
+7,326
+3% +$229K 0.02% 556
2024
Q1 		$7.27M Sell
236,336
-1,582
-0.7% -$45K 0.01% 605
2023
Q4 		$6.03M Buy
237,918
+5,740
+2% +$119K 0.01% 650
2023
Q3 		$4.14M Buy
232,178
+221,946
+2,169% +$4.5M 0.01% 679
2023
Q2 		$210K Buy
+10,232
New +$164K ﹤0.01% 1855

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Corient Private Wealth's TQQQ Position: Q1 2026 in Review

Corient Private Wealth reduced its ProShares UltraPro QQQ (TQQQ) stake by 53% in Q1 2026, selling an estimated $10.4M and leaving 186,831 shares worth $7.85M. The position accounts for 0.01% of the portfolio, ranked #704.

Corient Private Wealth first reported a position in TQQQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.8M in Q4 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Corient Private Wealth held 186,831 shares of ProShares UltraPro QQQ worth $7.85M as of Q1 2026.
  • Corient Private Wealth sold 207,577 ProShares UltraPro QQQ shares in Q1 2026, an estimated $10.4M.
  • ProShares UltraPro QQQ made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #704 holding.
  • Corient Private Wealth first reported a position in ProShares UltraPro QQQ in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's ProShares UltraPro QQQ position peaked at $20.8M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.