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 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

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EverSource Wealth Advisors's TQQQ Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its ProShares UltraPro QQQ (TQQQ) stake by 27% in Q1 2026, selling an estimated $37.9K and leaving 2,004 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

EverSource Wealth Advisors first reported a position in TQQQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2024. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

EverSource Wealth Advisors held 2,004 shares of ProShares UltraPro QQQ worth $83.5K as of Q1 2026.
EverSource Wealth Advisors sold 758 ProShares UltraPro QQQ shares in Q1 2026, an estimated $37.9K.
ProShares UltraPro QQQ made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1546 holding.
EverSource Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's ProShares UltraPro QQQ position peaked at $1.18M in Q4 2024.
322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.