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Institute for Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Institute for 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
2020
Q3 		– Sell
-40,000
Closed -$488K – 448
2020
Q2 		$488K Buy
+40,000
New +$376K 0.12% 234

Other funds holding TQQQ

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Institute for Wealth Management's TQQQ Position: Q3 2020 in Review

Institute for Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2020, closing a stake of 40,000 shares — an estimated $488K sold.

Institute for Wealth Management first reported a position in TQQQ in Q2 2020 and held it in 1 quarter. The position peaked at $488K in Q2 2020. 106 funds tracked by Wall St. Rank hold TQQQ as of Q3 2020.

  • Institute for Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 40,000 ProShares UltraPro QQQ shares in Q3 2020, an estimated $488K.
  • Institute for Wealth Management first reported a position in ProShares UltraPro QQQ in Q2 2020 and held it in 1 quarter.
  • Institute for Wealth Management's ProShares UltraPro QQQ position peaked at $488K in Q2 2020.
  • 106 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.