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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
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

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

Discipline Wealth Solutions's TQQQ Position: Q1 2026 in Review

Discipline Wealth Solutions increased its ProShares UltraPro QQQ (TQQQ) stake by 53% in Q1 2026, buying an estimated $1.38M and bringing the position to 79,641 shares worth $3.32M. The position accounts for 0.35% of the portfolio, ranked #48.

Discipline Wealth Solutions first reported a position in TQQQ in Q3 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Discipline Wealth Solutions held 79,641 shares of ProShares UltraPro QQQ worth $3.32M as of Q1 2026.
  • Discipline Wealth Solutions bought 27,579 ProShares UltraPro QQQ shares in Q1 2026, an estimated $1.38M.
  • ProShares UltraPro QQQ made up 0.35% of Discipline Wealth Solutions's portfolio in Q1 2026, its #48 holding.
  • Discipline Wealth Solutions first reported a position in ProShares UltraPro QQQ in Q3 2024 and has held it in 7 quarters since.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.