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Foundations Investment Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Foundations Investment 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 		$1.06M Buy
25,334
+11,950
+89% +$598K 0.01% 510
2025
Q4 		$706K Sell
13,384
-1,324
-9% -$71.2K 0.01% 605
2025
Q3 		$760K Sell
14,708
-117,688
-89% -$5.37M 0.01% 534
2025
Q2 		$5.49M Buy
132,396
+103,472
+358% +$3.27M 0.09% 184
2025
Q1 		$829K Sell
28,924
-92
-0.3% -$3.49K 0.02% 448
2024
Q4 		$1.15M Buy
29,016
+1,632
+6% +$64.3K 0.02% 376
2024
Q3 		$993K Buy
27,384
+7,284
+36% +$250K 0.02% 362
2024
Q2 		$742K Buy
20,100
+6,174
+44% +$193K 0.02% 409
2024
Q1 		$429K Buy
13,926
+694
+5% +$19.7K 0.01% 502
2023
Q4 		$361K Buy
+13,232
New +$274K 0.01% 509
2023
Q2 		– Sell
-41,132
Closed -$581K – 615
2023
Q1 		$581K Sell
41,132
-10,368
-20% -$118K 0.02% 305
2022
Q4 		$445K Hold
51,500
– – 0.02% 295
2022
Q3 		$497K Buy
+51,500
New +$751K 0.02% 252

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
PA
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