Essex Financial Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Essex Financial Services’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	$691K	Buy	8,530 +1	+0%	+$69	0.03%	400
2026 Q1	$355K	Buy	8,529 +2	+0%	+$100	0.02%	557
2025 Q4	$450K	Buy	8,527 +1	+0%	+$54	0.03%	469
2025 Q3	$441K	Buy	8,526 +2	+0%	+$91	0.03%	459
2025 Q2	$354K	Sell	8,524 -3,998	-32%	-$127K	0.02%	498
2025 Q1	$359K	Hold	12,522	–	–	0.03%	457
2024 Q4	$495K	Buy	12,522 +2	+0%	+$79	0.04%	381
2024 Q3	$471K	Buy	12,520 +172	+1%	+$5.9K	0.03%	391
2024 Q2	$358K	Buy	12,348 +2	+0%	+$63	0.03%	441
2024 Q1	$380K	Buy	+12,346	New	+$351K	0.04%	375
2023 Q3	–	Sell	-11,846	Closed	-$243K	–	491
2023 Q2	$243K	Buy	+11,846	New	+$190K	0.03%	407

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Essex Financial Services's TQQQ Position: Q2 2026 in Review

Essex Financial Services increased its ProShares UltraPro QQQ (TQQQ) stake by 0.01% in Q2 2026, buying an estimated $69 and bringing the position to 8,530 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #400.

Essex Financial Services first reported a position in TQQQ in Q2 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Essex Financial Services held 8,530 shares of ProShares UltraPro QQQ worth $691K as of Q2 2026.
Essex Financial Services bought 1 ProShares UltraPro QQQ share in Q2 2026, an estimated $69.
ProShares UltraPro QQQ made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #400 holding.
Essex Financial Services first reported a position in ProShares UltraPro QQQ in Q2 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.