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
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

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.