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

Dopkins 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
2022
Q2 		– Sell
-12,000
Closed -$349K – 39
2022
Q1 		$349K Buy
12,000
+4,000
+50% +$115K 0.38% 27
2021
Q4 		$333K Buy
+8,000
New +$310K 0.33% 30

Other funds holding TQQQ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dopkins Wealth Management's TQQQ Position: Q2 2022 in Review

Dopkins Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2022, closing a stake of 12,000 shares — an estimated $349K sold.

Dopkins Wealth Management first reported a position in TQQQ in Q4 2021 and held it in 2 quarters. The position peaked at $349K in Q1 2022. 164 funds tracked by Wall St. Rank hold TQQQ as of Q2 2022.

  • Dopkins Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q2 2022 after selling out during the quarter.
  • Dopkins Wealth Management sold 12,000 ProShares UltraPro QQQ shares in Q2 2022, an estimated $349K.
  • Dopkins Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2021 and held it in 2 quarters.
  • Dopkins Wealth Management's ProShares UltraPro QQQ position peaked at $349K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2022.

Based on Dopkins Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.