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

Executive 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
2024
Q4 		$487K Sell
12,310
-276
-2% -$10.9K 0.04% 166
2024
Q3 		$456K Sell
12,586
-102
-0.8% -$3.5K 0.04% 179
2024
Q2 		$468K Sell
12,688
-4,304
-25% -$135K 0.09% 81
2024
Q1 		$526K Sell
16,992
-17,106
-50% -$486K 0.05% 146
2023
Q4 		$864K Sell
34,098
-3,696
-10% -$76.6K 0.08% 122
2023
Q3 		$673K Sell
37,794
-1,170
-3% -$23.7K 0.07% 130
2023
Q2 		$799K Buy
38,964
+1,412
+4% +$22.6K 0.08% 124
2023
Q1 		$531K Buy
37,552
+7,098
+23% +$80.9K 0.06% 132
2022
Q4 		$263K Buy
30,454
+29,926
+5,668% +$304K 0.03% 164
2022
Q3 		$264 Sell
528
-18,294
-97% -$267K 0.04% 153
2022
Q2 		$225K Buy
18,822
+4,346
+30% +$77.1K 0.03% 169
2022
Q1 		$421K Buy
14,476
+7,232
+100% +$208K 0.05% 141
2021
Q4 		$301K Buy
7,244
+696
+11% +$26.9K 0.03% 162
2021
Q3 		$203K Hold
6,548
– – 0.02% 178
2021
Q2 		$200K Buy
+6,548
New +$173K 0.02% 186
2019
Q3 		– Sell
-1,984
Closed -$15K – 726
2019
Q2 		$15K Buy
+1,984
New +$14.9K ﹤0.01% 534

Other funds holding TQQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Executive Wealth Management's TQQQ Position: Q4 2024 in Review

Executive Wealth Management reduced its ProShares UltraPro QQQ (TQQQ) stake by 2.2% in Q4 2024, selling an estimated $10.9K and leaving 12,310 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #166.

Executive Wealth Management first reported a position in TQQQ in Q2 2019 and has held it in 16 quarters since. The position peaked at $864K in Q4 2023. 276 funds tracked by Wall St. Rank hold TQQQ as of Q4 2024.

  • Executive Wealth Management held 12,310 shares of ProShares UltraPro QQQ worth $487K as of Q4 2024.
  • Executive Wealth Management sold 276 ProShares UltraPro QQQ shares in Q4 2024, an estimated $10.9K.
  • ProShares UltraPro QQQ made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #166 holding.
  • Executive Wealth Management first reported a position in ProShares UltraPro QQQ in Q2 2019 and has held it in 16 quarters since.
  • Executive Wealth Management's ProShares UltraPro QQQ position peaked at $864K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.