EverSource Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
4,674
+1,971
+73% +$164K 0.02% 548
2025
Q1
$155K Sell
2,703
-12,221
-82% -$700K 0.01% 758
2024
Q4
$1.18M Buy
14,924
+14,786
+10,714% +$1.17M 0.07% 218
2024
Q3
$10K Sell
138
-9
-6% -$652 ﹤0.01% 1864
2024
Q2
$10K Buy
+147
New +$10K ﹤0.01% 1854