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EP Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

EP Wealth Advisors’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 		$848K Buy
+10,473
New +$727K ﹤0.01% 807

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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's TQQQ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in ProShares UltraPro QQQ (TQQQ) in Q2 2026: 10,473 shares worth $848K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • EP Wealth Advisors held 10,473 shares of ProShares UltraPro QQQ worth $848K as of Q2 2026.
  • ProShares UltraPro QQQ was a new EP Wealth Advisors position in Q2 2026.
  • ProShares UltraPro QQQ made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #807 holding.
  • 358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.