Greystone Financial Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Greystone Financial Group’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	-25,712	Closed	-$737K	–	107
2025 Q1	$737K	Buy	+25,712	New	+$976K	0.13%	75
2024 Q1	–	Sell	-61,016	Closed	-$1.55M	–	119
2023 Q4	$1.55M	Hold	61,016	–	–	0.36%	51
2023 Q3	$1.09M	Hold	61,016	–	–	0.27%	57
2023 Q2	$1.25M	Hold	61,016	–	–	0.29%	55
2023 Q1	$862K	Buy	61,016 +17,586	+40%	+$200K	0.22%	54
2022 Q4	$376K	Buy	+43,430	New	+$441K	0.11%	68

Other funds holding TQQQ

HCM

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

OHIF

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

MSCM

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

PIS

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

Greystone Financial Group's TQQQ Position: Q2 2025 in Review

Greystone Financial Group sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2025, closing a stake of 25,712 shares — an estimated $737K sold.

Greystone Financial Group first reported a position in TQQQ in Q4 2022 and held it in 6 quarters. The position peaked at $1.55M in Q4 2023. 307 funds tracked by Wall St. Rank hold TQQQ as of Q2 2025.

Greystone Financial Group reported no remaining ProShares UltraPro QQQ position as of Q2 2025 after selling out during the quarter.
Greystone Financial Group sold 25,712 ProShares UltraPro QQQ shares in Q2 2025, an estimated $737K.
Greystone Financial Group first reported a position in ProShares UltraPro QQQ in Q4 2022 and held it in 6 quarters.
Greystone Financial Group's ProShares UltraPro QQQ position peaked at $1.55M in Q4 2023.
307 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2025.

Based on Greystone Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.