HGWM
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Harvest Group Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Harvest Group Wealth Management’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
Q1 		$170 Buy
+12
New +$137 ﹤0.01% 181
2022
Q2 		– Sell
-110
Closed -$3K – 212
2022
Q1 		$3K Buy
+110
New +$3.16K ﹤0.01% 81
2021
Q1 		– Sell
-432
Closed -$10K – 654
2020
Q4 		$10K Buy
432
+88
+26% +$1.66K 0.01% 231
2020
Q3 		$6K Sell
344
-8
-2% -$126 ﹤0.01% 256
2020
Q2 		$4K Buy
352
+128
+57% +$1.2K ﹤0.01% 263
2020
Q1 		$1K Buy
224
+48
+27% +$502 ﹤0.01% 439
2019
Q4 		$1K Buy
176
+88
+100% +$801 ﹤0.01% 877
2019
Q3 		$1K Hold
88
– – ﹤0.01% 933
2019
Q2 		$0 Hold
88
– – ﹤0.01% 1003
2019
Q1 		$1K Buy
+88
New +$533 ﹤0.01% 854

Other funds holding TQQQ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $481M AUM 61.7% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return