Evermay Wealth Management
TQQQ icon

Evermay Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Evermay Wealth Management’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 		$12.5K Hold
160
– – ﹤0.01% 470
2026
Q2 		$13K Buy
+160
New +$11.1K ﹤0.01% 485

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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Evermay Wealth Management's TQQQ Position: Q3 2026 in Review

Evermay Wealth Management held its ProShares UltraPro QQQ (TQQQ) position steady in Q3 2026 at 160 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Evermay Wealth Management first reported a position in TQQQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $13K in Q2 2026. 207 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

  • Evermay Wealth Management held 160 shares of ProShares UltraPro QQQ worth $12.5K as of Q3 2026.
  • Evermay Wealth Management left its ProShares UltraPro QQQ share count unchanged in Q3 2026.
  • ProShares UltraPro QQQ made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #470 holding.
  • Evermay Wealth Management first reported a position in ProShares UltraPro QQQ in Q2 2026 and has held it in 2 quarters since.
  • Evermay Wealth Management's ProShares UltraPro QQQ position peaked at $13K in Q2 2026.
  • 207 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.