DWM
TQQQ icon

Dogwood Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Dogwood Wealth Management’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 		$33.7K Buy
416
+1
+0.2% +$69 0.01% 191
2026
Q1 		$17.3K Sell
415
-416
-50% -$20.8K 0.01% 259
2025
Q4 		$43.8K Buy
+831
New +$44.7K 0.02% 141
2025
Q3 		– Sell
-2,002
Closed -$83.1K – 806
2025
Q2 		$83.1K Buy
2,002
+1,504
+302% +$47.6K 0.04% 103
2025
Q1 		$14.3K Buy
+498
New +$18.9K 0.01% 178
2024
Q4 		– Sell
-882
Closed -$32K – 612
2024
Q3 		$32K Buy
882
+4
+0.5% +$137 0.02% 127
2024
Q2 		$32.4K Hold
878
– – 0.02% 126
2024
Q1 		$27K Sell
878
-4,220
-83% -$120K 0.02% 145
2023
Q4 		$129K Buy
+5,098
New +$106K 0.1% 91

Other funds holding TQQQ

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return