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

EverSource Wealth Advisors’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	$270K	Buy	3,338 +1,334	+67%	+$92.6K	0.01%	857
2026 Q1	$83.5K	Sell	2,004 -758	-27%	-$37.9K	﹤0.01%	1546
2025 Q4	$146K	Buy	2,762 +182	+7%	+$9.79K	0.01%	1115
2025 Q3	$133K	Sell	2,580 -6,768	-72%	-$309K	0.01%	1115
2025 Q2	$388K	Buy	9,348 +3,942	+73%	+$125K	0.02%	549
2025 Q1	$155K	Sell	5,406 -24,442	-82%	-$927K	0.01%	759
2024 Q4	$1.18M	Buy	29,848 +29,572	+10,714%	+$1.17M	0.07%	218
2024 Q3	$10K	Sell	276 -18	-6%	-$617	﹤0.01%	1864
2024 Q2	$10K	Buy	+294	New	+$9.2K	﹤0.01%	1854

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

HRT Financial New York $54.8B AUM 81.03% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

EverSource Wealth Advisors's TQQQ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ProShares UltraPro QQQ (TQQQ) stake by 67% in Q2 2026, buying an estimated $92.6K and bringing the position to 3,338 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #857.

EverSource Wealth Advisors first reported a position in TQQQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q4 2024. 363 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

EverSource Wealth Advisors held 3,338 shares of ProShares UltraPro QQQ worth $270K as of Q2 2026.
EverSource Wealth Advisors bought 1,334 ProShares UltraPro QQQ shares in Q2 2026, an estimated $92.6K.
ProShares UltraPro QQQ made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #857 holding.
EverSource Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's ProShares UltraPro QQQ position peaked at $1.18M in Q4 2024.
363 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.