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Glassman Wealth Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Glassman Wealth Services’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
2021
Q4 		– Sell
-600
Closed -$19K – 1916
2021
Q3 		$19K Buy
600
+400
+200% +$13.7K ﹤0.01% 598
2021
Q2 		$6K Hold
200
– – ﹤0.01% 887
2021
Q1 		$5K Buy
+200
New +$4.71K ﹤0.01% 881

Other funds holding TQQQ

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Glassman Wealth Services's TQQQ Position: Q4 2021 in Review

Glassman Wealth Services sold out of ProShares UltraPro QQQ (TQQQ) in Q4 2021, closing a stake of 600 shares — an estimated $19K sold.

Glassman Wealth Services first reported a position in TQQQ in Q1 2021 and held it in 3 quarters. The position peaked at $19K in Q3 2021. 170 funds tracked by Wall St. Rank hold TQQQ as of Q4 2021.

  • Glassman Wealth Services reported no remaining ProShares UltraPro QQQ position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 600 ProShares UltraPro QQQ shares in Q4 2021, an estimated $19K.
  • Glassman Wealth Services first reported a position in ProShares UltraPro QQQ in Q1 2021 and held it in 3 quarters.
  • Glassman Wealth Services's ProShares UltraPro QQQ position peaked at $19K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.