Discipline Wealth Solutions’s ProShares UltraPro QQQ TQQQ Stock Holding History

Discipline Wealth Solutions’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 Q3	$5.79M	Buy	74,235 +6,037	+9%	+$435K	0.5%	42
2026 Q2	$5.52M	Sell	68,198 -11,443	-14%	-$794K	0.48%	43
2026 Q1	$3.32M	Buy	79,641 +27,579	+53%	+$1.38M	0.35%	48
2025 Q4	$2.74M	Buy	52,062 +12,164	+30%	+$654K	0.51%	41
2025 Q3	$2.06M	Buy	39,898 +13,266	+50%	+$605K	0.54%	37
2025 Q2	$1.11M	Sell	26,632 -7,814	-23%	-$247K	0.42%	40
2025 Q1	$987K	Sell	34,446 -3,538	-9%	-$134K	0.47%	30
2024 Q4	$1.5M	Sell	37,984 -8,852	-19%	-$349K	0.7%	24
2024 Q3	$1.7M	Buy	+46,836	New	+$1.61M	0.9%	20

Other funds holding TQQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Discipline Wealth Solutions's TQQQ Position: Q3 2026 in Review

Discipline Wealth Solutions increased its ProShares UltraPro QQQ (TQQQ) stake by 8.9% in Q3 2026, buying an estimated $435K and bringing the position to 74,235 shares worth $5.79M. The position accounts for 0.5% of the portfolio, ranked #42.

Discipline Wealth Solutions first reported a position in TQQQ in Q3 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

Discipline Wealth Solutions held 74,235 shares of ProShares UltraPro QQQ worth $5.79M as of Q3 2026.
Discipline Wealth Solutions bought 6,037 ProShares UltraPro QQQ shares in Q3 2026, an estimated $435K.
ProShares UltraPro QQQ made up 0.5% of Discipline Wealth Solutions's portfolio in Q3 2026, its #42 holding.
Discipline Wealth Solutions first reported a position in ProShares UltraPro QQQ in Q3 2024 and has held it in 9 quarters since.
108 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.