Creative Planning
TQQQ icon

Creative Planning’s ProShares UltraPro QQQ TQQQ Stock Holding History

Creative Planning’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 		$6.29M Sell
151,022
-3,237
-2% -$162K ﹤0.01% 1016
2025
Q4 		$8.13M Buy
154,259
+24,467
+19% +$1.32M 0.01% 711
2025
Q3 		$6.71M Sell
129,792
-12,188
-9% -$556K 0.01% 732
2025
Q2 		$5.89M Buy
141,980
+16,064
+13% +$508K 0.01% 709
2025
Q1 		$3.61M Sell
125,916
-10,634
-8% -$404K ﹤0.01% 841
2024
Q4 		$5.4M Buy
136,550
+78,830
+137% +$3.11M 0.01% 636
2024
Q3 		$2.09M Sell
57,720
-83,916
-59% -$2.88M ﹤0.01% 1033
2024
Q2 		$5.23M Buy
141,636
+27,314
+24% +$855K 0.01% 605
2024
Q1 		$3.52M Sell
114,322
-32,530
-22% -$925K ﹤0.01% 737
2023
Q4 		$3.72M Buy
146,852
+10,472
+8% +$217K 0.01% 656
2023
Q3 		$2.43M Buy
136,380
+8,786
+7% +$178K ﹤0.01% 778
2023
Q2 		$2.62M Sell
127,594
-18,002
-12% -$289K ﹤0.01% 715
2023
Q1 		$2.06M Buy
145,596
+82,716
+132% +$943K ﹤0.01% 765
2022
Q4 		$544K Sell
62,880
-5,000
-7% -$50.7K ﹤0.01% 1382
2022
Q3 		$656K Buy
67,880
+138
+0.2% +$2.01K ﹤0.01% 1166
2022
Q2 		$813K Buy
67,742
+31,684
+88% +$562K ﹤0.01% 1058
2022
Q1 		$1.05M Sell
36,058
-59,094
-62% -$1.7M ﹤0.01% 960
2021
Q4 		$3.96M Sell
95,152
-10,304
-10% -$399K 0.01% 480
2021
Q3 		$3.28M Buy
105,456
+52,536
+99% +$1.8M 0.01% 535
2021
Q2 		$1.62M Sell
52,920
-32,312
-38% -$852K ﹤0.01% 751
2021
Q1 		$1.95M Buy
85,232
+19,144
+29% +$451K ﹤0.01% 740
2020
Q4 		$1.5M Sell
66,088
-92,256
-58% -$1.74M ﹤0.01% 778
2020
Q3 		$2.59M Buy
158,344
+102,416
+183% +$1.61M 0.01% 474
2020
Q2 		$683K Sell
55,928
-42,712
-43% -$401K ﹤0.01% 899
2020
Q1 		$587K Buy
98,640
+49,352
+100% +$517K ﹤0.01% 868
2019
Q4 		$533K Sell
49,288
-1,896
-4% -$17.3K ﹤0.01% 1079
2019
Q3 		$394K Sell
51,184
-10,936
-18% -$86.7K ﹤0.01% 1208
2019
Q2 		$480K Sell
62,120
-8,616
-12% -$64.7K ﹤0.01% 1100
2019
Q1 		$501K Buy
+70,736
New +$429K ﹤0.01% 1025
2018
Q2 		– Sell
-54,144
Closed -$325K – 2173
2018
Q1 		$325K Sell
54,144
-161,832
-75% -$1.09M ﹤0.01% 1305
2017
Q4 		$1.25M Sell
215,976
-12,600
-6% -$68.9K 0.01% 616
2017
Q3 		$1.09M Buy
228,576
+9,840
+4% +$45K 0.01% 674
2017
Q2 		$890K Sell
218,736
-3,648
-2% -$15K ﹤0.01% 745
2017
Q1 		$817K Sell
222,384
-518,400
-70% -$1.71M ﹤0.01% 751
2016
Q4 		$1.96M Buy
740,784
+384,480
+108% +$1.01M 0.01% 412
2016
Q3 		$955K Sell
356,304
-235,200
-40% -$581K 0.01% 613
2016
Q2 		$1.19M Sell
591,504
-38,400
-6% -$78.9K 0.01% 470
2016
Q1 		$1.34M Buy
629,904
+48,000
+8% +$89.1K 0.01% 415
2015
Q4 		$1.39M Buy
581,904
+381,504
+190% +$907K 0.01% 411
2015
Q3 		$364K Buy
+200,400
New +$442K ﹤0.01% 880
2015
Q2 		– Sell
-350,112
Closed -$751K – 2858
2015
Q1 		$751K Buy
350,112
+338,400
+2,889% +$717K 0.01% 564
2014
Q4 		$24K Buy
11,712
+4,176
+55% +$8K ﹤0.01% 2533
2014
Q3 		$14K Buy
+7,536
New +$13.1K ﹤0.01% 2755

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

Creative Planning's TQQQ Position: Q1 2026 in Review

Creative Planning reduced its ProShares UltraPro QQQ (TQQQ) stake by 2.1% in Q1 2026, selling an estimated $162K and leaving 151,022 shares worth $6.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Creative Planning first reported a position in TQQQ in Q3 2014 and has held it in 43 quarters since. The position peaked at $8.13M in Q4 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Creative Planning held 151,022 shares of ProShares UltraPro QQQ worth $6.29M as of Q1 2026.
  • Creative Planning sold 3,237 ProShares UltraPro QQQ shares in Q1 2026, an estimated $162K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1016 holding.
  • Creative Planning first reported a position in ProShares UltraPro QQQ in Q3 2014 and has held it in 43 quarters since.
  • Creative Planning's ProShares UltraPro QQQ position peaked at $8.13M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.