EP Wealth Advisors
TQQQ icon

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
Q3 		– Sell
-10,473
Closed -$848K – 1874
2026
Q2 		$848K Buy
+10,473
New +$727K ﹤0.01% 807

Other funds holding TQQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

EP Wealth Advisors's TQQQ Position: Q3 2026 in Review

EP Wealth Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2026, closing a stake of 10,473 shares — an estimated $848K sold.

EP Wealth Advisors first reported a position in TQQQ in Q2 2026 and held it in 1 quarter. The position peaked at $848K in Q2 2026. 320 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

  • EP Wealth Advisors reported no remaining ProShares UltraPro QQQ position as of Q3 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,473 ProShares UltraPro QQQ shares in Q3 2026, an estimated $848K.
  • EP Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q2 2026 and held it in 1 quarter.
  • EP Wealth Advisors's ProShares UltraPro QQQ position peaked at $848K in Q2 2026.
  • 320 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.