Defined Financial Planning’s ProShares UltraPro QQQ TQQQ Stock Holding History

Defined Financial 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
2025 Q3	–	Sell	-20,608	Closed	-$874K	–	72
2025 Q2	$874K	Buy	+20,608	New	+$652K	0.78%	25

Other funds holding TQQQ

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Defined Financial Planning's TQQQ Position: Q3 2025 in Review

Defined Financial Planning sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2025, closing a stake of 20,608 shares — an estimated $874K sold.

Defined Financial Planning first reported a position in TQQQ in Q2 2025 and held it in 1 quarter. The position peaked at $874K in Q2 2025. 320 funds tracked by Wall St. Rank hold TQQQ as of Q3 2025.

Defined Financial Planning reported no remaining ProShares UltraPro QQQ position as of Q3 2025 after selling out during the quarter.
Defined Financial Planning sold 20,608 ProShares UltraPro QQQ shares in Q3 2025, an estimated $874K.
Defined Financial Planning first reported a position in ProShares UltraPro QQQ in Q2 2025 and held it in 1 quarter.
Defined Financial Planning's ProShares UltraPro QQQ position peaked at $874K in Q2 2025.
320 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.