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 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

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

Discipline Wealth Solutions's TQQQ Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its ProShares UltraPro QQQ (TQQQ) stake by 14% in Q2 2026, selling an estimated $794K and leaving 68,198 shares worth $5.52M. The position accounts for 0.48% of the portfolio, ranked #43.

Discipline Wealth Solutions first reported a position in TQQQ in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Discipline Wealth Solutions held 68,198 shares of ProShares UltraPro QQQ worth $5.52M as of Q2 2026.
Discipline Wealth Solutions sold 11,443 ProShares UltraPro QQQ shares in Q2 2026, an estimated $794K.
ProShares UltraPro QQQ made up 0.48% of Discipline Wealth Solutions's portfolio in Q2 2026, its #43 holding.
Discipline Wealth Solutions first reported a position in ProShares UltraPro QQQ in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.