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Erickson Financial Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Erickson Financial Group’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 		$1.02M Sell
12,636
-2,432
-16% -$169K 0.55% 14
2026
Q1 		$628K Buy
15,068
+228
+2% +$11.4K 0.39% 16
2025
Q4 		$782K Sell
14,840
-2,914
-16% -$157K 0.48% 14
2025
Q3 		$918K Sell
17,754
-2,812
-14% -$128K 0.58% 14
2025
Q2 		$853K Buy
20,566
+3,624
+21% +$115K 0.58% 14
2025
Q1 		$485K Sell
16,942
-16
-0.1% -$607 0.36% 17
2024
Q4 		$671K Buy
16,958
+500
+3% +$19.7K 0.48% 15
2024
Q3 		$597K Buy
16,458
+1,104
+7% +$37.9K 0.43% 16
2024
Q2 		$567K Buy
15,354
+844
+6% +$26.4K 0.43% 14
2024
Q1 		$447K Buy
14,510
+498
+4% +$14.2K 0.35% 16
2023
Q4 		$355K Buy
14,012
+370
+3% +$7.67K 0.3% 19
2023
Q3 		$243K Buy
13,642
+284
+2% +$5.76K 0.23% 23
2023
Q2 		$274K Buy
+13,358
New +$214K 0.25% 23
2022
Q2 		– Sell
-7,830
Closed -$228K – 25
2022
Q1 		$228K Buy
7,830
+190
+2% +$5.46K 0.21% 24
2021
Q4 		$318K Buy
+7,640
New +$296K 0.27% 23

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

Erickson Financial Group's TQQQ Position: Q2 2026 in Review

Erickson Financial Group reduced its ProShares UltraPro QQQ (TQQQ) stake by 16% in Q2 2026, selling an estimated $169K and leaving 12,636 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #14.

Erickson Financial Group first reported a position in TQQQ in Q4 2021 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Erickson Financial Group held 12,636 shares of ProShares UltraPro QQQ worth $1.02M as of Q2 2026.
  • Erickson Financial Group sold 2,432 ProShares UltraPro QQQ shares in Q2 2026, an estimated $169K.
  • ProShares UltraPro QQQ made up 0.55% of Erickson Financial Group's portfolio in Q2 2026, its #14 holding.
  • Erickson Financial Group first reported a position in ProShares UltraPro QQQ in Q4 2021 and has held it in 15 quarters since.
  • 363 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.