Cornerstone Planning Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Cornerstone Planning Group’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	$3.42K	Hold	49	–	–	﹤0.01%	1188
2026 Q1	$3.27K	Sell	49 -26	-35%	-$1.3K	﹤0.01%	1197
2025 Q4	$4.27K	Sell	75 -21	-22%	-$1.13K	﹤0.01%	1027
2025 Q3	$3.11K	Buy	96 +20	+26%	+$912	﹤0.01%	1069
2025 Q2	$3.22K	Sell	76 -4,026	-98%	-$127K	﹤0.01%	831
2025 Q1	$98.5K	Hold	4,102	–	–	0.02%	140
2024 Q4	$162K	Buy	4,102 +14	+0.3%	+$552	0.04%	83
2024 Q3	$157K	Buy	4,088 +12	+0.3%	+$412	0.04%	86
2024 Q2	$109K	Buy	4,076 +2	+0%	+$63	0.03%	127
2024 Q1	$115K	Buy	4,074 +4,000	+5,405%	+$114K	0.04%	108
2023 Q4	$1.88K	Buy	74 +48	+185%	+$995	﹤0.01%	649
2023 Q3	$463	Buy	+26	New	+$527	﹤0.01%	905

Other funds holding TQQQ

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Cornerstone Planning Group's TQQQ Position: Q2 2026 in Review

Cornerstone Planning Group held its ProShares UltraPro QQQ (TQQQ) position steady in Q2 2026 at 49 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Cornerstone Planning Group first reported a position in TQQQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $162K in Q4 2024. 248 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Cornerstone Planning Group held 49 shares of ProShares UltraPro QQQ worth $3.42K as of Q2 2026.
Cornerstone Planning Group left its ProShares UltraPro QQQ share count unchanged in Q2 2026.
ProShares UltraPro QQQ made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1188 holding.
Cornerstone Planning Group first reported a position in ProShares UltraPro QQQ in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's ProShares UltraPro QQQ position peaked at $162K in Q4 2024.
248 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.