Forvis Mazars Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Forvis Mazars 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
2025 Q2	–	Sell	-7,764	Closed	-$222K	–	410
2025 Q1	$222K	Buy	+7,764	New	+$295K	0.01%	373

Other funds holding TQQQ

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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's TQQQ Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2025, closing a stake of 7,764 shares — an estimated $222K sold.

Forvis Mazars Wealth Advisors first reported a position in TQQQ in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 307 funds tracked by Wall St. Rank hold TQQQ as of Q2 2025.

Forvis Mazars Wealth Advisors reported no remaining ProShares UltraPro QQQ position as of Q2 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 7,764 ProShares UltraPro QQQ shares in Q2 2025, an estimated $222K.
Forvis Mazars Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q1 2025 and held it in 1 quarter.
Forvis Mazars Wealth Advisors's ProShares UltraPro QQQ position peaked at $222K in Q1 2025.
307 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.