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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
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

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Erickson Financial Group's TQQQ Position: Q1 2026 in Review

Erickson Financial Group increased its ProShares UltraPro QQQ (TQQQ) stake by 1.5% in Q1 2026, buying an estimated $11.4K and bringing the position to 15,068 shares worth $628K. The position accounts for 0.39% of the portfolio, ranked #16.

Erickson Financial Group first reported a position in TQQQ in Q4 2021 and has held it in 14 quarters since. The position peaked at $918K in Q3 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Erickson Financial Group held 15,068 shares of ProShares UltraPro QQQ worth $628K as of Q1 2026.
  • Erickson Financial Group bought 228 ProShares UltraPro QQQ shares in Q1 2026, an estimated $11.4K.
  • ProShares UltraPro QQQ made up 0.39% of Erickson Financial Group's portfolio in Q1 2026, its #16 holding.
  • Erickson Financial Group first reported a position in ProShares UltraPro QQQ in Q4 2021 and has held it in 14 quarters since.
  • Erickson Financial Group's ProShares UltraPro QQQ position peaked at $918K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.