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	–	292
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

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

Dogwood Wealth Management's TQQQ Position: Q2 2026 in Review

Dogwood Wealth Management increased its ProShares UltraPro QQQ (TQQQ) stake by 0.24% in Q2 2026, buying an estimated $69 and bringing the position to 416 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #191.

Dogwood Wealth Management first reported a position in TQQQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $129K in Q4 2023. 358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Dogwood Wealth Management held 416 shares of ProShares UltraPro QQQ worth $33.7K as of Q2 2026.
Dogwood Wealth Management bought 1 ProShares UltraPro QQQ share in Q2 2026, an estimated $69.
ProShares UltraPro QQQ made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #191 holding.
Dogwood Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2023 and has held it in 9 quarters since.
Dogwood Wealth Management's ProShares UltraPro QQQ position peaked at $129K in Q4 2023.
358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.