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

Independent 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
2026
Q2 		$21.4M Sell
264,290
-33,938
-11% -$2.36M 0.4% 35
2026
Q1 		$12.4M Buy
298,228
+32,496
+12% +$1.63M 0.28% 63
2025
Q4 		$14M Buy
265,732
+31,020
+13% +$1.67M 0.31% 53
2025
Q3 		$12.1M Buy
234,712
+7,528
+3% +$343K 0.29% 58
2025
Q2 		$9.43M Buy
227,184
+25,734
+13% +$814K 0.26% 63
2025
Q1 		$5.77M Sell
201,450
-200
-0.1% -$7.59K 0.2% 99
2024
Q4 		$7.98M Sell
201,650
-95,366
-32% -$3.76M 0.27% 64
2024
Q3 		$10.8M Buy
297,016
+82,020
+38% +$2.81M 0.4% 37
2024
Q2 		$7.94M Sell
214,996
-50,200
-19% -$1.57M 0.32% 56
2024
Q1 		$8.16M Sell
265,196
-304
-0.1% -$8.64K 0.37% 45
2023
Q4 		$6.73M Sell
265,500
-53,160
-17% -$1.1M 0.36% 47
2023
Q3 		$5.68M Buy
318,660
+17,444
+6% +$354K 0.37% 46
2023
Q2 		$6.17M Buy
301,216
+280
+0.1% +$4.49K 0.43% 35
2023
Q1 		$4.25M Buy
300,936
+33,400
+12% +$381K 0.34% 58
2022
Q4 		$2.31M Buy
267,536
+20,200
+8% +$205K 0.2% 103
2022
Q3 		$2.39M Sell
247,336
-36
-0% -$525 0.22% 92
2022
Q2 		$2.97M Buy
247,372
+142,680
+136% +$2.53M 0.32% 64
2022
Q1 		$3.05M Buy
104,692
+94,692
+947% +$2.72M 0.25% 81
2021
Q4 		$416K Buy
+10,000
New +$387K 0.03% 474

Other funds holding TQQQ

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's TQQQ Position: Q2 2026 in Review

Independent Financial Group reduced its ProShares UltraPro QQQ (TQQQ) stake by 11% in Q2 2026, selling an estimated $2.36M and leaving 264,290 shares worth $21.4M. The position accounts for 0.4% of the portfolio, ranked #35.

Independent Financial Group first reported a position in TQQQ in Q4 2021 and has held it in 19 quarters since. 345 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Independent Financial Group held 264,290 shares of ProShares UltraPro QQQ worth $21.4M as of Q2 2026.
  • Independent Financial Group sold 33,938 ProShares UltraPro QQQ shares in Q2 2026, an estimated $2.36M.
  • ProShares UltraPro QQQ made up 0.4% of Independent Financial Group's portfolio in Q2 2026, its #35 holding.
  • Independent Financial Group first reported a position in ProShares UltraPro QQQ in Q4 2021 and has held it in 19 quarters since.
  • 345 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.