Halbert Hargrove Global Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$68.7K Sell
848
-354
-29% -$24.6K ﹤0.01% 191
2026
Q1
$50.1K Buy
1,202
+350
+41% +$17.5K ﹤0.01% 191
2025
Q4
$44.9K Hold
852
﹤0.01% 199
2025
Q3
$44K Buy
+852
New +$38.9K ﹤0.01% 192

Other funds holding TQQQ

Halbert Hargrove Global Advisors's TQQQ Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its ProShares UltraPro QQQ (TQQQ) stake by 29% in Q2 2026, selling an estimated $24.6K and leaving 848 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Halbert Hargrove Global Advisors first reported a position in TQQQ in Q3 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Halbert Hargrove Global Advisors held 848 shares of ProShares UltraPro QQQ worth $68.7K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 354 ProShares UltraPro QQQ shares in Q2 2026, an estimated $24.6K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #191 holding.
  • Halbert Hargrove Global Advisors first reported a position in ProShares UltraPro QQQ in Q3 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.