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Guardian Wealth Advisors (North Carolina)’s ProShares UltraPro QQQ TQQQ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$334K Sell
8,025
-40
-0.5% -$2K 0.02% 270
2025
Q4 		$425K Sell
8,065
-487
-6% -$26.2K 0.03% 240
2025
Q3 		$442K Buy
8,552
+392
+5% +$17.9K 0.03% 228
2025
Q2 		$339K Buy
+8,160
New +$258K 0.02% 249

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TQQQ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its ProShares UltraPro QQQ (TQQQ) stake by 0.5% in Q1 2026, selling an estimated $2K and leaving 8,025 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #270.

Guardian Wealth Advisors (North Carolina) first reported a position in TQQQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $442K in Q3 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 8,025 shares of ProShares UltraPro QQQ worth $334K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 40 ProShares UltraPro QQQ shares in Q1 2026, an estimated $2K.
  • ProShares UltraPro QQQ made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #270 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ProShares UltraPro QQQ in Q2 2025 and has held it in 4 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s ProShares UltraPro QQQ position peaked at $442K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.