Gradient Investments’s ProShares UltraPro QQQ TQQQ Stock Holding History

Gradient Investments’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
2023 Q2	–	Sell	-376	Closed	-$5.31K	–	1880
2023 Q1	$5.31K	Hold	376	–	–	﹤0.01%	941
2022 Q4	$3.25K	Hold	376	–	–	﹤0.01%	1009
2022 Q3	$4K	Hold	376	–	–	﹤0.01%	1019
2022 Q2	$5K	Buy	+376	New	+$6.67K	﹤0.01%	909

Other funds holding TQQQ

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

YRHAM

Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

MSCM

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

Gradient Investments's TQQQ Position: Q2 2023 in Review

Gradient Investments sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2023, closing a stake of 376 shares — an estimated $5.31K sold.

Gradient Investments first reported a position in TQQQ in Q2 2022 and held it in 4 quarters. The position peaked at $5.31K in Q1 2023. 192 funds tracked by Wall St. Rank hold TQQQ as of Q2 2023.

Gradient Investments reported no remaining ProShares UltraPro QQQ position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 376 ProShares UltraPro QQQ shares in Q2 2023, an estimated $5.31K.
Gradient Investments first reported a position in ProShares UltraPro QQQ in Q2 2022 and held it in 4 quarters.
Gradient Investments's ProShares UltraPro QQQ position peaked at $5.31K in Q1 2023.
192 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.