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

FSM 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 		$760K Buy
9,387
+1,385
+17% +$96.1K 0.08% 135
2026
Q1 		$334K Buy
+8,002
New +$400K 0.04% 220
2025
Q4 		– Sell
-15,004
Closed -$776K – 333
2025
Q3 		$776K Buy
15,004
+3,000
+25% +$137K 0.11% 112
2025
Q2 		$498K Buy
+12,004
New +$380K 0.08% 155

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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FSM Wealth Advisors increased its ProShares UltraPro QQQ (TQQQ) stake by 17% in Q2 2026, buying an estimated $96.1K and bringing the position to 9,387 shares worth $760K. The position accounts for 0.08% of the portfolio, ranked #135.

FSM Wealth Advisors first reported a position in TQQQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $776K in Q3 2025. 358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • FSM Wealth Advisors held 9,387 shares of ProShares UltraPro QQQ worth $760K as of Q2 2026.
  • FSM Wealth Advisors bought 1,385 ProShares UltraPro QQQ shares in Q2 2026, an estimated $96.1K.
  • ProShares UltraPro QQQ made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • FSM Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q2 2025 and has held it in 4 quarters since.
  • FSM Wealth Advisors's ProShares UltraPro QQQ position peaked at $776K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.