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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$354K Sell
4,262
-1,999
-32% -$166K 0.02% 498
2025
Q1
$359K Hold
6,261
0.03% 457
2024
Q4
$495K Buy
6,261
+1
+0% +$79 0.04% 381
2024
Q3
$471K Buy
6,260
+86
+1% +$6.47K 0.03% 391
2024
Q2
$358K Buy
6,174
+1
+0% +$58 0.03% 441
2024
Q1
$380K Buy
+6,173
New +$380K 0.04% 375
2023
Q3
Sell
-5,923
Closed -$243K 491
2023
Q2
$243K Buy
+5,923
New +$243K 0.03% 407