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
2024 Q3	–	Sell	-600	Closed	-$17.2K	–	3309
2024 Q2	$17.2K	Hold	600	–	–	﹤0.01%	2993
2024 Q1	$13.6K	Buy	+600	New	+$17.1K	﹤0.01%	2856
2023 Q4	–	Sell	-1,200	Closed	-$8.17K	–	3078
2023 Q3	$8.17K	Hold	1,200	–	–	﹤0.01%	2671
2023 Q2	$11.3K	Sell	1,200 -3,800	-76%	-$60.9K	﹤0.01%	2539
2023 Q1	$12.8K	Buy	5,000 +1,600	+47%	+$18.2K	﹤0.01%	2449
2022 Q4	$2.92K	Buy	3,400 +200	+6%	+$2.03K	﹤0.01%	2408
2022 Q3	$6K	Buy	3,200 +600	+23%	+$8.75K	﹤0.01%	2257
2022 Q2	$7K	Buy	+2,600	New	+$46.1K	﹤0.01%	2217
2020 Q2	–	Sell	-2,400	Closed	-$5K	–	2130
2020 Q1	$5K	Buy	+2,400	New	+$25.1K	﹤0.01%	1800

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

HRT Financial New York $54.8B AUM 81.03% 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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Creative Planning's TQQQ Position: Q2 2026 in Review

Creative Planning reduced its ProShares UltraPro QQQ (TQQQ) stake by 5.3% in Q2 2026, selling an estimated $556K and leaving 143,008 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #782.

Creative Planning first reported a position in TQQQ in Q3 2014 and has held it in 44 quarters since. 360 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Creative Planning held 143,008 shares of ProShares UltraPro QQQ worth $11.6M as of Q2 2026.
Creative Planning sold 8,014 ProShares UltraPro QQQ shares in Q2 2026, an estimated $556K.
ProShares UltraPro QQQ made up 0.01% of Creative Planning's portfolio in Q2 2026, its #782 holding.
Creative Planning first reported a position in ProShares UltraPro QQQ in Q3 2014 and has held it in 44 quarters since.
360 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.